Client Project Manager Jobs in La Crosse, WI (NOW HIRING)

If you're looking to lead a team that’s committed to delivering exceptional service while driving meaningful sales growth, you've come to the right place! At State Bank Financial, people and relationships truly come first. As Branch Manager, you’ll develop your associates, strengthen customer connections, and help grow a branch grounded in a Culture of CARE and community. If you're seeking a workplace where your leadership is valued and your growth matters, apply today!

Position Summary

Responsible for providing exceptional service to an existing portfolio of Bank clients and growing the number of households and services per household in the Branch market through proactive business development. Position is accountable for loan, deposit and revenue growth and the management of complex financial solutions and transactions. The Branch Manager will act as the lead relationship manager for our Concierge customers and the responsible party for delivery and referral of all State Bank Financial products and services.

Responsible for ensuring established bank policies and procedures are followed. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

Essential Job Functions

1. Provides guidance and expertise in the daily operations of the branch. Promotes teamwork and interdepartmental cooperation. Analyzes situations, identifies problems, and evaluates courses of action. Ensures the highest level of customer satisfaction according to our Culture of CARE.
2. Responsible for staff scheduling needed to maintain excellent customer service, for proper opening and closing of the branch, security, physical controls, and maintenance of the facility including equipment, supply inventory, control and individual accountability of cash and negotiable items, and timely completion of management reports.
3. Responsible for managing resources and staff, developing, and attaining sales goals, delivering customer service, and growing the location’s revenues. This position will also be responsible for expanding the relationship along with targeting new customers and prospects to ensure branch growth.
4. Drives all aspects of the Retail sales and service process for branch location. Develops daily and weekly branch sales plans. Promotes, explains, and sells Retail banking products. Asks clients for referrals. Maintains a portfolio of existing Retail customers. Does whatever is necessary on a daily basis to service customers, including origination of consumer and business deposit accounts, backup Tellers and Universal Bankers for new accounts, and answering phones. Delivers a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, brokerage, and commercial banking.
5. Trains and supervises branch associates. Assigns, directs, coordinates and reviews work performed. Develops associates to their highest potential by identifying areas for improvement, coaching, training, and correcting performance. Conducts timely performance appraisals. Holds associates accountable for their performance, attitude, and behavior.
6. Attends community events, volunteers, and serves the Branch’s community while continuing to grow visibility within the market. Actively participate in business development activities for the purpose of attracting additional profitable business for the Bank.
7. Assists in maintaining and has working knowledge of the Business Continuity Plan for branch.
8. Updates knowledge and develops professionally on a continuing basis with Director of Retail Banking approval/awareness. Researches and performs work on special projects as assigned by Director of Retail Banking Participates in internal and external training and development opportunities as required.
9. Other job-related duties may be necessary to fulfill the responsibilities of this position.

Software/Technology

Personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet / intranet, and other bank specific software. Utilizes a variety of office equipment including computer printer, calculator, fax/scanner/copier, and multi-line telephone.

Education and Experience

Associate or bachelor’s degree, and/or three years previous banking and customer service/sales related experience.

Other Skills and Abilities

1. Strong working knowledge of MS Office products; ability to effectively utilize State Bank Financial operating systems.
2. Must possess ability to maintain the integrity of highly confidential customer and Bank information; legible handwriting; effective problem-solving skills.
3. Must have ability to be bonded to obtain Notary certification.
4. Must have NMLS certification or have the ability to obtain NMLS registration.

Competencies

1. Respect & Community according to our Culture of CARE:
   1. Establishes and maintains respectful and cooperative working relationships.
   2. Demonstrates respect for individuals in all forms of communication.
   3. Supports team and bank goals and objectives.
   4. Demonstrates respect for a positive, diverse work environment and bank community.
   5. Handles interpersonal conflicts constructively.
2. Customer Service: Works well with customers, promotes a positive image of the Bank, strives to solve issues raised by customers.
3. Sales Skills: Understands marketplace, works to meet prospect/customer needs, effective closing technique.
4. Product Expertise: Knows product features, understands marketplace, shares expertise with others.
5. Performance Management:
   1. Sets clear expectations with associates.
   2. Gives feedback in a respectful and constructive way.
   3. Uses coaching skills effectively to improve staff performance.
   4. Conducts effective and timely performance reviews.
   5. Recognizes excellent performance.
   6. Encourages associates to engage in learning and development opportunities.

Culture of CARE

Communication: Shares information, expresses ideas so they are understood, listens actively to information presented by others, keeps all parties informed

Associate Experience: Associate regularly treats co-associates with Respect and Integrity, is a Champion of excellence in their work, and has an attitude of Humility (RICH).

Recognition & Development: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, recognizes co-associates for their contributions.

External Customer Experience: We gain insights into our customer needs by identifying opportunities; build and/or deliver solutions that meet or exceed customer expectations; establish and maintain customer relationship.

Working Conditions

Work is performed largely in an office environment, during normal business hours. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of office supplies and/or documents throughout work shift.

Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation.