Private Banking Manager jobs in La Crosse, WI

First National Bank and Trust Company (formally known as the State Bank of Arcadia), an affiliate of TS Banking Group, is seeking to hire a Branch Manager. This role is responsible for directing the operations of the branch location to ensure all bank and regulatory policies and procedures are followed, clients receive prompt and courteous service, and products and services offered meet the needs of the client base.

Preferred Education and experience: Bachelor's degree (B. A.) from four-year college or university preferred; or three to four years related management experience and/or training; or equivalent combination of education and experience.

Location: Whitehall, Wi

Experience and Skills:

• Perform all essential responsibilities and tasks of all Universal Banker levels proficiently.
• Drive all aspects of the sales and service processes. Set goals for the staff and ensure accountability for their sales and referral performance. Plan and facilitate weekly huddles to discuss results, product promotions, etc. Ensure that all results are achieved.
• Foster and promote exceptional client service based upon guidelines set in the Branch Service Level Agreement.
• Proactively manage the new account opening lean process. Meets regularly with staff to discuss oversights and provide coaching.
• Proactively identify sales opportunities with an emphasis on establishing profitable client relationships and deepening existing client relationships. Promote, explain, and sell all personal banking products and services. Ask clients for referrals.
• Provide motivation and coaching to staff to ensure that assigned personal banking incentive goals are achieved. Conduct skill practice and provide feedback following the observations of live client interactions. Monitor tracking of personal banking incentive program.
• Develop and implement plans to include calling on maturing accounts, leads, referrals, new account follow-up, and other prospecting opportunities for the designated market area. Track results in the CRM and follow up as appropriate.
• Develop new business opportunities and conduct outside sales calls; Analyze client base and competitive environment for the market area. Monitor, evaluate, and implement adjustments to programs to ensure achievement of goals.
• Review daily overdraft report and make pay or return and charge or no charge decisions.
• Authorize transactions in accordance with bank policy (e.g., deposits, withdrawals, check cashing, wire transfers, etc.) Address and resolve client concerns and inquiries. Ensure and is held accountable for the audit integrity, risk management, and security of the branch.
• Maintain thorough product knowledge of all personal banking products and services. Provide staff training to include product knowledge, sales, referrals, client service, and policy and procedure.
• Perform various audits as assigned by the Internal Auditor.
• Conduct interviews, hire new staff, and provide employee orientation.
• Periodically participates in the bank's business development activities, presents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image.
• Ability to perform all other duties as assigned.
• Comply with all banking and company regulations, policies, and procedures.
• Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., trains employees, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
• To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
• Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

Competitive benefits package:

• Health and dental insurance
• Life insurance package
• Generous PTO and holiday package
• 401K contribution and match
• Professional development expense allowance
• Gym membership reimbursement
• Tuition reimbursement
• Paid volunteer time off (VTO)
• Wellness program