Private Banking Manager jobs in La Crosse, WI

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Area Branch Manager
  • TS Banking Group
  • Arcadia, WI FULL_TIME
  • Job Description:


    First National Bank and Trust Company
    (formally known as the State Bank of Arcadia), an affiliate of TS Banking Group, is seeking to hire an Area Branch Manager. This role is directly responsible for the Personal Banking branch environment and directly leads all Personal Banking branch staff within the assigned branch locations. The role constitutes a heavy focus on formal people leadership, entailing a strong focus on talent assessment, talent alignment, and talent development. The role is responsible for ensuring the branches deliver on client experience expectations while ensuring policies and procedures are followed.

    Education and experience preference includes: Bachelor’s degree preferred. Five to ten years’ experience in branch banking required. Three to five years’ management experience required.

    Position location: Arcadia, WI
    Experience and Skills:

    • Conduct interviews, hire new staff, and provide employee orientation.
    • Hold regularly scheduled one-to-one meetings with all direct reports at a regular frequency.
    • Assess employees’ successfulness, identify and implement training needs. Provide timely and constructive feedback to ensure concerns are remedied in a timely manner.
    • Regularly observe branch needs and performance trends, adjust staffing methods and administer training to achieve the best possible branch staffing outcomes. Manages the staffing schedule, coordinating staffing availability, staffing expectations, and branch hours.
    • Implement and reinforce branch performance (sales, cross-selling, and referral) goals. Facilitate weekly huddles to discuss results, product rollouts, etc.
    • 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.
    • Coordinate with VP Personal Banking on improving processes and overall branch effectiveness.
    • Coordinate with Talent Development to ensure employee training is being accomplished within expected timeframes.
    • Implement and reinforce organizational policies and procedures to ensure quality control objectives are met.
    • Routinely monitor risk management trends. Coordinate with Branch and Deposit Operations to ensure streamlined branch activity and to identify and administer improvement needs.
    • Review daily overdraft report and make pay or return and charge or no charge decisions.
    • Maintain thorough product knowledge of all TS Banking Group personal financial products and services. Provide staff training to include product knowledge, sales, referrals, client services, and policy and procedures.
    • Perform various audits as assigned by the Internal Auditor.
    • Actively participate in strategic planning for Community Banking.
    • 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 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 existing clients, leads, referrals, new account follow-up, and other prospecting opportunities for the designated market area. Ensure results are appropriately tracked in the CRM.
    • Periodically participates in the bank's business development activities, represents 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.


    Job Benefits:

    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)

    From: TS Banking Group
  • 2 Days Ago

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Relationship Manager Business Banking
  • Bremer Bank National Association
  • La Crosse, WI FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • 11 Days Ago

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VP Business Banking Manager
  • WNB Financial NA
  • Winona, MN FULL_TIME
  • DescriptionThe Vice President, Business Banking Manager leads, coordinates, and supervises business banking production in the Winona market. Develops new business and serves as a leader and role model...
  • 1 Month Ago

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Universal Banker
  • TS Banking Group
  • Independence, WI FULL_TIME
  • Job Description: 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 Universal Banker. This position is responsi...
  • 20 Days Ago

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Universal Banker
  • TS Banking Group
  • Arcadia, WI FULL_TIME
  • Job Description: Shift: First Shift,Sat First National Bank and Trust, an affiliate of TS Banking Group, is seeking to hire a Universal Banker. This position is responsible for contributing to sales t...
  • 23 Days Ago

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Teller
  • TS Banking Group
  • Independence, WI FULL_TIME
  • Job Description: 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 Teller. This role is responsible for, but n...
  • 10 Days Ago

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0 Private Banking Manager jobs found in La Crosse, WI area

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Analyst / Associate - Engineer - Strategic Advisory (Oil & Gas)
  • PJT Partners - Experienced Professionals
  • Houston, MN
  • PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of str...
  • 3/28/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • La Crosse, WI
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/27/2024 12:00:00 AM

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Part-Time Financial Clearance Representative Associate - Remote in MN or WI
  • Optum
  • La Crosse, WI
  • $500 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an Op...
  • 3/27/2024 12:00:00 AM

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Financial Clearance Representative Associate
  • Optum
  • La Crosse, WI
  • $1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an ...
  • 3/27/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Onalaska, WI
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/25/2024 12:00:00 AM

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Financial Clearance Representative Associate - Remote in MN or WI
  • Optum
  • Onalaska, WI
  • $1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an ...
  • 3/25/2024 12:00:00 AM

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Financial Clearance Representative Associate - Remote in MN or WI
  • Optum
  • La Crosse, WI
  • $1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an ...
  • 3/25/2024 12:00:00 AM

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Part-Time Financial Clearance Representative Associate - Remote in MN or WI
  • Optum
  • La Crosse, WI
  • $500 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an Op...
  • 3/25/2024 12:00:00 AM

La Crosse is located on the western border of the midsection of Wisconsin, on a broad alluvial plain along the east side of the Mississippi River. The Black River empties into the Mississippi north of the city, and the La Crosse River flows into the Mississippi just north of the downtown area. Just upriver from its mouth, this river broadens into a marshland that splits the city into two distinct sections, north and south. According to the United States Census Bureau, the city has a total area of 22.54 square miles (58.38 km2), of which, 20.52 square miles (53.15 km2) is land and 2.02 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$165,864 to $236,190
La Crosse, Wisconsin area prices
were up 1.3% from a year ago

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