Jobs · Business Development · Wisconsin

Retail Manager Oregon Office

Lake Ridge Bank · Oregon, WI · 2 wk ago
Business DevelopmentFull-time

About the role

Lake Ridge Bank is seeking a motivated leader to join our Oregon office as a Retail Manager. This position is responsible for growing market share through acquiring, building, and retaining retail relationships, along with coaching retail office staff on adding value to the client experience for successful service outcomes. The role also oversees optimum daily operational performance, solidifying a team environment and developing associates to their highest potential.

Responsibilities

  • Achieve full banking relationships with customers by maintaining expertise of all deposit and consumer loan products and services
  • Maintain personal banking knowledge with the ability to open accounts, originate retail loans, understand the CSA function, and maintain a cash drawer
  • Support and administer growth strategies in core deposit growth, assets, and non-interest income
  • Develop, promote, and maintain positive relationships with clients, the public, and the community to promote overall marketing and sales efforts
  • Resolve escalated client problems/issues while providing quality, personalized service to guarantee customer satisfaction
  • Build trusted working relationships with other departments to strengthen referral opportunities with Wealth Management, Mortgage Lending, Commercial Lending, and Treasury Management
  • Effectively manage office profitability through efficient personnel use, expense management, and increased revenue growth
  • Manage retail staff members with managerial effectiveness in office staffing, performance, promotions, etc.
  • Open and close office location following security procedures; on call for after-hours alarm calls including nights and weekends
  • Conduct staff meetings for the office location
  • Prepare monthly reports on results of sales, deposits, loans, etc., for the office
  • Inspect outside grounds of building and make arrangements for lawn care, snow removal, etc.; ensure no snow or ice on sidewalks during winter
  • Inspect inside building and coordinate daily cleaning needs with associates; coordinate additional cleaning needs with appropriate personnel

Collaboration

  • Work closely with cross-functional teams to align product initiatives with overall bank goals
  • Foster strong relationships between internal teams and external partners

Community and Organizational Engagement

  • Represent the bank at community events and in organizations to enhance visibility and foster relationships
  • Actively participate in leadership meetings, strategic planning sessions, and cross-departmental initiatives

Other Responsibilities

  • Continually develop knowledge, skills, and abilities through internal and external training programs
  • Complete all annual security and compliance training as required
  • Maintain confidentiality of client information at all times
  • Actively participate in bank and department meetings
  • Perform all other duties as assigned or requested

Requirements

  • Bachelor's degree in a related field and/or 3-5 years equivalent work experience in a financial services environment
  • Previous personal banking or lending experience with a strong understanding of financial products/services
  • Previous supervisory experience involving coaching/motivating others to reach individual or company goals
  • Results-oriented sales ability with success in establishing and building customer relationships
  • Exceptional interpersonal and communication skills to interact and communicate with a diverse group of clients and employees
  • Demonstrated problem-solving skills with the ability to exercise independent judgment
  • Flexibility with the ability to adapt to an ever-changing work environment
  • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment
  • Ability to put forth extra effort necessary to make the office a successful operation (working additional hours requiring early mornings, evenings, and weekends)
  • Willingness and ability to participate in community functions where the office is involved
  • Ability to represent the organization in a professional, positive manner

Preferred Qualifications

  • Familiarity with banking systems and digital tools to optimize team performance

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