..in hometown businesses

To learn more go to kohlercu.com.
LOCATIONS:
Kohler
850 Woodlake Road
Grafton
2550 Washington Street
Howards Grove
724 Madison Avenue
...in hometown businesses.
Mequon
11357 N. Port Washington Road
Robert Meyer
David Eis
P
C
T
F
E
P
C
T
F
E
Director of Business Services
262.375.2675 x2651
262.323.4711
888.528.2595 x2651
920.208.5354
[email protected]
Bob has worked in business lending as well as many other
facets of the financial industry. His 30 years of experience
has exposed him to retail and mortgage lending, branch
management, and compliance. Most recently, Bob was vice
president of commercial lending at a financial institution
in Brookfield, where he concentrated on SBA and USDA
lending. He graduated from UW-La Crosse with a Bachelor
of Science degree.
Bob served on the board of directors for numerous
organizations in the West Bend area and is currently on
the board, and treasurer, for the West Bend Baseball
Association. He is also treasurer for the Washington County
Chapter of Ducks Unlimited. Bob lives in West Bend and
is married with three grown step-children and a 6-yearold grandson. He enjoys spending free time with his wife
Sandy and their “little brother” through the Big Brothers/
Big Sisters Program. Bob is an avid fisherman and hunter
who also makes custom fishing rods.
Business Relationship Officer
920.783.2549
920.889.4300
888.528.2595 x2549
920.451.3676
[email protected]
David joined Kohler Credit Union in 2015 as business
relationship officer with 30 years of commercial lending
experience in an array of industries. Prior to joining the credit
union, David was vice president of business development
and commercial lending at a financial institution in
Manitowoc. His extensive business lending background
includes years of experience with government lending
programs such as SBA, WHEDA and USDA. Additionally,
he has helped small business owners with his experience
in community Revolving Loan Funds (RLF). David holds
undergraduate degrees in both business and marketing
from the University of Wisconsin-Manitowoc.
Presently, David is board director/chairman for Manitowoc
County Habitat for Humanity. He also currently assists or
has served on various committees and board of directors
for United Way, Big Brothers Big Sisters, Catholic Charities,
and Rogers Street Fishing Village.
Plymouth
2303 Eastern Avenue
Saukville
840 E. Green Bay Avenue
Sheboygan
831 S. Taylor Drive
Sheboygan - Mortgage & Financial Services
905 S. Taylor Drive
PHONE NUMBERS:
888.528.2595 - Toll-Free
920.459.2595 - Sheboygan County
920.451.2244 - Mortgage & Financial Services
262.375.2675 - Ozaukee County
BECOME A MEMBER...
Kohler Credit Union membership is open to anyone
who lives or works in Sheboygan, Calumet, Fond du Lac,
Manitowoc, Milwaukee, Ozaukee, Washington or
Waukesha County; as well as their immediate family
members and associations or organizations.
Federally insured
by NCUA
Revised: 7/1/16
TOOLS THAT HELP YOU SUCCEED
Kohler Credit Union can help you put together a selection of products and services that will benefit your business or organization.
...IN BUILDING RELATIONSHIPS.
Our reason for doing business is pretty simple—we
believe in serving our members. Since 1938, Kohler Credit
Union has taken great pride in helping our members
succeed financially. Our relationships are built on trust and
understanding your needs. Through personal service and a
strong sense of integrity, we believe in getting to know you
and your business.
That philosophy is ingrained in all areas of the credit union,
including our board of directors. The directors are members
who represent the interests of the membership and
strategically guide the credit union. They conduct business
and live in the same communities we serve.
LENDING OPTIONS
We can help finance your day-to-day operations or provide the
needed capital to take that next big step.
• Purchase assets or refinance/restructure existing loans
• Revolving line of credit and term loan options
• Approved Small Business Administration (SBA) lender
and WHEDA business lender
• Convenient, low-rate business credit card
SHARE ACCOUNTS
Business Share: A conventional savings account that
provides flexibility.
...IN STRENGTHENING COMMUNITIES.
Kohler Credit Union believes in helping to create vibrant
communities. The spirit of reaching out to others is
something we take seriously and is embodied in the values
of our organization. Through volunteerism, donations and
sponsorships, Kohler Credit Union believes in being an
active community partner that makes an impact.
...IN FULFILLING DREAMS.
We believe that your dream is our dream. Whether you’re
a new business or looking to expand—in need of inventory,
equipment, real estate, or help with cash flow—our business
services team will take the time to understand your goals
and deliver the right solution for you.
— Our Mission
• No minimum balance
• No service charge
• Dividends paid monthly
Business Money Market: An investment option that pays
higher interest rates and still keeps cash readily accessible.
•
•
•
•
Designed for accounts with balances over $10,000*
Pays higher, tiered rate of interest
Check access
Dividends paid monthly
Business Term Share Certificates: A savings solution with
varying deposit levels and term lengths of 3 months to 5 years.**
*If the average daily balance falls below $10,000 in any month, the account will be assessed
a service fee. **Penalties incurred for early withdrawal.
BUSINESS & CIVIC CHECKING
ACCOUNTS
No matter what your business, or your transaction volume, Kohler
Credit Union’s checking program will provide the flexibility you
need. We also have a program specially designed for non-profit
and civic organizations that write less than 10 checks per month.
•
•
•
•
Interest paid on balances over $2500
Minimum balance $300*
Free VISA debit card, online banking, and online bill pay
No charge for daily deposits/purchases of currency up to
$2500
*No minimum balance requirements for civic checking accounts. There’s a $10 monthly
maintenance fee if balance falls below $300.
MERCHANT CARD SERVICES
•
•
•
•
•
Credit/debit card processing
Mobile and internet processing
Gift card capabilities
Recurring billing, EMV, encryption and tokenization
And more!
beMOBILE® SERVICES
Use the power of the internet to simplify your business.
Convenient, secure and easy, beMOBILE® services allow you
access to your accounts any time, anywhere.
Online Account Access:
•
•
•
•
View real-time account balances and account histories
View cleared checks and confirm deposits
Transfer funds between Kohler Credit Union accounts
Make loan payments
Online Bill Payment:
•
•
•
•
Receive, view, manage and pay bills
Set up email alerts for electronic bill arrivals
Schedule automatic recurring payment rules for each biller
Review bill payment history
Mobile Banking:
•
•
•
•
•
Downloadable app for your iPhone, Android, or Blackberry
Mobile deposit
Review balances and transaction history, and transfer money
Receive alerts about account activity
Text banking
Popmoney®:
• Electronically pay other people using recipient’s email
address or mobile phone number
• Flexible payment options
My Money Manager:
• Create a budget
• Track upcoming bills and incoming cash
• Set speding targets and track goals
To learn more go to kohlercu.com.
LOCATIONS:
Kohler
850 Woodlake Road
Grafton
2550 Washington Street
Howards Grove
724 Madison Avenue
...in hometown businesses.
Mequon
11357 N. Port Washington Road
Robert Meyer
David Eis
P
C
T
F
E
P
C
T
F
E
Director of Business Services
262.375.2675 x2651
262.323.4711
888.528.2595 x2651
920.208.5354
[email protected]
Bob has worked in business lending as well as many other
facets of the financial industry. His 30 years of experience
has exposed him to retail and mortgage lending, branch
management, and compliance. Most recently, Bob was vice
president of commercial lending at a financial institution
in Brookfield, where he concentrated on SBA and USDA
lending. He graduated from UW-La Crosse with a Bachelor
of Science degree.
Bob served on the board of directors for numerous
organizations in the West Bend area and is currently on
the board, and treasurer, for the West Bend Baseball
Association. He is also treasurer for the Washington County
Chapter of Ducks Unlimited. Bob lives in West Bend and
is married with three grown step-children and a 6-yearold grandson. He enjoys spending free time with his wife
Sandy and their “little brother” through the Big Brothers/
Big Sisters Program. Bob is an avid fisherman and hunter
who also makes custom fishing rods.
Business Relationship Officer
920.783.2549
920.889.4300
888.528.2595 x2549
920.451.3676
[email protected]
David joined Kohler Credit Union in 2015 as business
relationship officer with 30 years of commercial lending
experience in an array of industries. Prior to joining the credit
union, David was vice president of business development
and commercial lending at a financial institution in
Manitowoc. His extensive business lending background
includes years of experience with government lending
programs such as SBA, WHEDA and USDA. Additionally,
he has helped small business owners with his experience
in community Revolving Loan Funds (RLF). David holds
undergraduate degrees in both business and marketing
from the University of Wisconsin-Manitowoc.
Presently, David is board director/chairman for Manitowoc
County Habitat for Humanity. He also currently assists or
has served on various committees and board of directors
for United Way, Big Brothers Big Sisters, Catholic Charities,
and Rogers Street Fishing Village.
Plymouth
2303 Eastern Avenue
Saukville
840 E. Green Bay Avenue
Sheboygan
831 S. Taylor Drive
Sheboygan - Mortgage & Financial Services
905 S. Taylor Drive
PHONE NUMBERS:
888.528.2595 - Toll-Free
920.459.2595 - Sheboygan County
920.451.2244 - Mortgage & Financial Services
262.375.2675 - Ozaukee County
BECOME A MEMBER...
Kohler Credit Union membership is open to anyone
who lives or works in Sheboygan, Calumet, Fond du Lac,
Manitowoc, Milwaukee, Ozaukee, Washington or
Waukesha County; as well as their immediate family
members and associations or organizations.
Federally insured
by NCUA
Revised: 7/1/16
To learn more go to kohlercu.com.
LOCATIONS:
Kohler
850 Woodlake Road
Grafton
2550 Washington Street
Howards Grove
724 Madison Avenue
...in hometown businesses.
Mequon
11357 N. Port Washington Road
Robert Meyer
David Eis
P
C
T
F
E
P
C
T
F
E
Director of Business Services
262.375.2675 x2651
262.323.4711
888.528.2595 x2651
920.208.5354
[email protected]
Bob has worked in business lending as well as many other
facets of the financial industry. His 30 years of experience
has exposed him to retail and mortgage lending, branch
management, and compliance. Most recently, Bob was vice
president of commercial lending at a financial institution
in Brookfield, where he concentrated on SBA and USDA
lending. He graduated from UW-La Crosse with a Bachelor
of Science degree.
Bob served on the board of directors for numerous
organizations in the West Bend area and is currently on
the board, and treasurer, for the West Bend Baseball
Association. He is also treasurer for the Washington County
Chapter of Ducks Unlimited. Bob lives in West Bend and
is married with three grown step-children and a 6-yearold grandson. He enjoys spending free time with his wife
Sandy and their “little brother” through the Big Brothers/
Big Sisters Program. Bob is an avid fisherman and hunter
who also makes custom fishing rods.
Business Relationship Officer
920.783.2549
920.889.4300
888.528.2595 x2549
920.451.3676
[email protected]
David joined Kohler Credit Union in 2015 as business
relationship officer with 30 years of commercial lending
experience in an array of industries. Prior to joining the credit
union, David was vice president of business development
and commercial lending at a financial institution in
Manitowoc. His extensive business lending background
includes years of experience with government lending
programs such as SBA, WHEDA and USDA. Additionally,
he has helped small business owners with his experience
in community Revolving Loan Funds (RLF). David holds
undergraduate degrees in both business and marketing
from the University of Wisconsin-Manitowoc.
Presently, David is board director/chairman for Manitowoc
County Habitat for Humanity. He also currently assists or
has served on various committees and board of directors
for United Way, Big Brothers Big Sisters, Catholic Charities,
and Rogers Street Fishing Village.
Plymouth
2303 Eastern Avenue
Saukville
840 E. Green Bay Avenue
Sheboygan
831 S. Taylor Drive
Sheboygan - Mortgage & Financial Services
905 S. Taylor Drive
PHONE NUMBERS:
888.528.2595 - Toll-Free
920.459.2595 - Sheboygan County
920.451.2244 - Mortgage & Financial Services
262.375.2675 - Ozaukee County
BECOME A MEMBER...
Kohler Credit Union membership is open to anyone
who lives or works in Sheboygan, Calumet, Fond du Lac,
Manitowoc, Milwaukee, Ozaukee, Washington or
Waukesha County; as well as their immediate family
members and associations or organizations.
Federally insured
by NCUA
Revised: 7/1/16