After 35 years, Ron Olson still loves new challenges
Process risk analyst Ron Olson celebrated 35 years with North Shore Bank last month. In his time here, he’s been a teller, a personal banker, teller supervisor, and branch manager at Bayshore, as well as working in loan processing and servicing. His colleagues recognized the big event with a tiki bar–themed party because of his long-standing love for those tropical hangouts.
“It’s hard to believe!” Ron said of reaching the three-and-a-half-decade milestone. “But it’s really satisfying to have been a part of this for so long.” Read about why he’s stuck around and what he loves about tiki bars!
Customer grateful for approval of “lifesaver” HELOC
A HELOC (home equity line of credit) can be a highly valuable tool for clients who need extra cash on hand for renovations, large purchases, to consolidate debt — or in the event of a financial emergency. This recent letter from a customer to mortgage loan officer Greg Kroll makes that clear:
My wife and I wanted to thank you for having faith in us last May when you approved the refinance of our home and gave us a $32,000 line of credit, even though she had lost her job just days prior to the signing.
As the new year starts, she has landed a new job, and begins work on January 6. She’s very excited, and the nonprofit she will be working for is excited to have her.
For the past eight months, for different reasons, we needed to withdraw funds from the HELOC. It was a lifesaver. And we are happy to report that, last week, we paid back all of the funds we pulled from it. The line is back to a full $32,000.
Thanks again for your help in 2019. North Shore Bank was there for us, and we greatly appreciate that. We are looking forward to a continuing relationship with North Shore Bank.
“North Shore Bank’s focus on building strong personal relationships and knowing our clients is a huge value-add, as shown in a case like this,” said VP and consumer lending manager Chris Boland. “Because our processes give us insight into a customer’s financial history, Greg was able to help someone in a precarious situation. That’s exactly the kind of outcome that creates a customer for life.”
A HELOC is an essential resource for any homeowner, because financial emergencies can befall any of us. If you know someone who might benefit from the added security of a HELOC, tell them about North Shore Bank today. •••
Mortgage section on website takes new approach
With the recently redesigned mortgage section of our website, North Shore Bank is trying something new. Rather than just showing customers what we offer, we want to give them information that’s directly relevant to where they are.
“Our website has a lot of great information and resources, but the content is siloed — blogs are in the blog section, calculators in the calculator section, etc.,” VP marketing Kate Johnson said. “The driver behind the mortgage redesign was to offer integrated content based on our customer’s mortgage journey.”
When customers visit the new mortgage section, they can choose one of four paths: first-time homebuyer, mortgage refinance, new home purchase, or new home construction. Clicking on a path will bring them to a page that includes essential information about the type of loan they’re looking for, along with tools like calculators and videos featuring tips from North Shore Bank’s expert team of mortgage loan officers. Read more about the thought process and work behind this redesign!
Shorewood invites colleagues to celebrate holidays
Party attendees at Camp Bar. Front row: floating universal banker Joshua Sales’s wife Alyssa, Bayshore personal banker Rhonda Mckinnie, Shorewood assistant branch manager Kenya Owens, floating universal banker Tracee Born, teller Micki Usama, and universal banker Razalyn Brock. Back row: help desk technician Brandon McCullough, Fox Point universal banker Gabe Apostol, Wauwatosa personal banker Michelle Escalante, Shorewood personal banker Laura De Bruin, Joshua Sales, teller Audrey Elliott, teller supervisor David Holada, Southwest personal banker Shannan Mahloch, New Berlin teller Kelly Doucette, and Shannon Weber.
The Shorewood team celebrated the winter holidays at Camp Bar, a business customer of the branch. “We decided to ask many colleagues at the bank who have helped us throughout this last year to join the holiday celebration,” branch manager Shannon Weber said. “We were so happy to see how many were able to join us.” •••
Promotions for December 2019
The following employees were promoted in December:
- Jessie Krajcir was promoted from Teller Supervisor to Personal Banker at Sussex.
- David Panitzke was promoted from Personal Banker at Mequon to Assistant Branch Manager at Fox Point.
- Bryan Peters was promoted from Systems Analyst to Senior Systems Analyst.
- Karina Reyes was promoted from Personal Banker at El Rey to Assistant Branch Manager at Kenosha Festival.
- Ashley Rodriguez was promoted from Teller at El Rey to Video Teller.
Leave a comment to congratulate them!