Chief Retail Banking Officer
Chief Retail Banking Officer
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Salary Not Disclosed
1 Vacancy
Job Description
StateBankFinancialhas exclusively retained TheQTI Group to lead the search for a ChiefRetail Officer.
Forover160yearsStateBankFinancialhasbeencommittedtohelpingindividualsandbusinessesinourcommunity thrive. Operating as Western Wisconsins oldest community bank our commitment to continueto serve the community through local ownership remains the same as it was back in the 1800sto help communities individuals and businesses open expand and thrive.
Our Mission:To exceptionally serve the communities we touch and enable all State Bank Financial clientsandassociatestoachievetheirfinancialgoals.
What You can Expect from Us:Local decision making a local board of directors and experienced friendlybankerswhoareequippedwiththeknowledgeandabilitytomakequickdecisionsarejustafewofthe manybenefitsourcustomershavetheprivilegetoexpectwhenworkingwithus.
professionals in the financial industry. As we grow we continue to seek customer serviceoriented professionals to join our team. State Bank Financial is committed to providing its employees comprehensive and ongoing professional development a competitive salary and benefits package internal growth opportunities as well as a strong company culture.
With a strong commitment to community State Bank Financial has been heavily involved in community service and support and is dedicated to fostering the growth and prosperity of strong vibrant communities. With a legacy rooted in charitable giving we maintain close connections with our customers and the communities we serve. For years State Bank Financial has proudly supported a diverse range of organizations throughout our region reinforcing our commitment to community development and social responsibility. Check out some of our recent community support highlights: HERE.
CultureofCARE
Communication:Shares information expresses ideas so they are understood listens actively to informationpresentedbyothersandkeepsallpartiesinformed.
Associate Experience:Associate regularly treats coassociates with Respect and Integrity is a Champion ofexcellenceintheirworkandhasanattitudeofHumility(RICH).
Recognition & Development:Seeks new challenges and increased responsibility seeks and participatesinlearninganddevelopmentopportunitiesandrecognizescoassociatesfortheircontributions.
CustomerExperience:Wegaininsightsintoourcustomerneedsbyidentifyingopportunitiesbuildingand/ordeliveringsolutionsthatmeetorexceedcustomerexpectationsandestablishingandmaintainingcustomer relationships.
State Bank Financial has been recognized as the Best Bank five years in a rowan achievement that reflects our unwavering commitment to excellence innovation and customer satisfaction. We are looking for professionals eager to grow their careers in a forwardthinking and highly respected organization. Join a team where your talent is valued and your future is invested in.
State Bank Financialis seeking a strategicthinking Chief Retail Officerwith a passion for driving growthacross its retail services and product offerings. This position is responsible for leading the strategy salesclientexperienceprofitabilitycomplianceandkeyinitiativesoftheRetailConsumerBankinglineofbusiness. This role also oversees retail marketing efforts ensures the delivery of a superior client experience and manages product development and pricing.
ESSENTIALJOBFUNCTIONS
StrategicLeadership&BusinessDevelopment
- Develop lead and implement Retail bankings short and longterm initiatives to achieve the banks sales and service strategies for growth along with developing incentives that motivate associates.
- Active in leadership roles in our community to increase the Banks visibility and create new business opportunities.
- Identify potential Retail Banking clients using coordinated contacts with Commercial and Mortgage lenders.
- Profileandreferwealthmanagementclientelewhichincludesinterviewingpotentialclientsto determine financial position resources and assets available to invest. Understands financial goals and financial plans to recommend appropriate bank products.
- ServeasamemberoftheBanksExecutiveManagementCommitteeCRACommitteeALCOand othercommitteesasneeded.
- Seeks ongoing professional growth actively engages in internal and external training and development opportunities.
SalesLeadership&PerformanceManagement
- Motivate and lead Retail Banking Groups associates in achieving weekly monthly and annual sales goals and action plans. Monitor progress and meet with staff regularly to coach and assess performance.
- Facilitate weekly sales meetings to motivate the team provide sales updates and discuss account activities.
- Manage sales staff to execute upon marketing initiatives for all promotions including full adoption and utilizationofbankwideCRMsystem.
- Collaborate with Human Resources and the Retail Development Manager to ensure sales associates have appropriate product and sales training and appropriate tools to effectively meet or exceed sales and service goals.
TeamLeadership&Talent Development
- Lead and manage Branch Managers Retail Development Manager and Marketing Director and their activities for optimal production and good morale thereby ensuring the financial goals and objectives of customers are met.
- Hire train assess and coach associates to ensure they can perform their jobs and meet or exceed expectationsfortheassignedwork.
- Address performance and conduct issues appropriately following established disciplinary guidelines.
- Approve recommendations for promotions transfers demotions wage adjustments etc.
- Establish and maintain appropriate staffing levels in the branches through performancebased models.
ProductDevelopmentMarketingOversight&Compliance
- Responsiblefordevelopingimplementing/launchingandmonitoringproductspackagesand pricing to ensure products are competitive in the marketplace and meet the needs of our customers.
- Ensure Retail Banking Group sales associates receive appropriate information/training to effectively educatecustomersonproductsandpromotions.
- Ensure all marketing materials including digital media newspaper brochures pointofpurchase materials and direct mail are compliant with federal and state regulations.
- CollaboratewiththeBanksComplianceOfficertoensurecompliancewithallfederalandstate compliance regulations through the development of appropriate policies and procedures.
Finance Management
- Prepare Retail Banking Group annual budget
CORECOMPETENCIES
Respect&CommunityaccordingtoourCultureof CARE
- Establish and maintain respectful and cooperative working relationships
- Demonstrate respect for individuals in all forms of communication
- Support team and bank goals and objectives
- Demonstrate respect for a positive diverse work environment and bank community
- Handle interpersonal conflicts constructively
Leadership
- Act with integrity
- Actively involves staff in planning and decision making
- Build commitment to the mission and priorities of the Bank
- Ensure a focus on core performance competencies
- Foster a work environment characterized by mutual respect
- Provide directions and define priorities
Meets growth Work Plan Results
- Set growth goals in alignment with team and Bank objectives
- Organize work to achieve growth goals
- Identify and solve problems
- Achieve growth target results
- Accept responsibility for own actions
Product Expertise
- Superior knowledge and understanding of all product features and benefits
- Understand the marketplace
- Share expertise and train others
QualityService
- Listen carefully and respond to customer requests and problems
- Deliver friendly courteous service to internal and external customers
- Demonstrate a commitment to increasing customer satisfaction
- Look for and make continuous improvements
- Perform with accuracy thoroughness and effectiveness
REQUIREDQUALIFICATIONS&DEMONSTRATEDEXPERIENCE
- Bachelors degree in marketingsales finance or relevant experience
- 10 years of retail banking or sales management experience preferred
- Previous management experience and/or equivalent leadership skills required
- Proven ability to establish and sustain a successful sales culture
- Demonstrated expertise in developing and implementing policies and procedures
- Strong working knowledge of MS Office products; ability to effectively learn and utilize State Bank Financial CORE and other operating systems
StateBankFinancialhas exclusively retained TheQTIGroupto lead the search for a ChiefRetailOfficer. in Madison WI.
Location:OnsiteLaCrosseWI.
TargetStartDate: August 2025.
Compensation:The position offers a salary range commensurate with experience and qualifications and includes eligibility for incentive compensation.
Formoreinformationplease contact:
Brooke Hintze MSE CDR Executive Search Consultant 608.257.1057
ApplyOnline: 6th 2025.
Required Experience:
Chief
Employment Type
Full Time
