Opportunity Bank of Montana
  • 04-Feb-2020 (MST)
  • Regional Retail
  • Helena, MT, USA
  • Full Time

Medical, Vision, Dental and Prescription Coverage; Wellness Resources; HSA Match; Flex Spending Options; Parental Leave; Retirement 401(k)/Roth/Profit Sharing; Employee Stock Ownership Plan

Opportunity Bank of Montana offers careers in banking with a comprehensive training program, work life balance and meaningful commitment to your community. Are you looking for more than just a job? Are you ready to make a positive impact on your professional life and in your community?

If so, we want to talk to you!

Opportunity Bank of Montana is adding to our outstanding team with a Regional Retail Manager. This Vice President level position is responsible for retail banking activities in our branches in Helena and Townsend, as well as our Great Falls River Dr. location.  As our Regional Retail Manager, you will provide overall management of all branch retail personnel and retail deposit activities of one or more branches, under supervision of the Chief Retail Officer, and in conjunction with the Bank's overall goals and strategic objectives.:

  • Carry out the Bank's vision and mission.
  • Collaborate with Market President(s) to develop Regional strategic plan, budget, goals and objectives.
  • Achieve budgeted goals for deposit growth and generation of non-interest income while controlling
    retail banking expenses.
  • Work directly with teams to drive growth in deposits and fee income while cross selling the bank's
    other products and services including Commercial Real Estate, Commercial Loans, Mortgage Loans,
    Commercial Banking, Small Business, Cash Management; proactively identify and support referrals to
    other business lines that result in additional revenue to the bank.
  • Manage Regional Retail Banking Team; provide leadership in driving the overall performance of the
    branches in Region.
  • Stay abreast of industry trends. Develop and present new revenue or cost savings initiatives to
    Executive Management Team for consideration.
  • Manage Regional Cash Management Team through strong working knowledge of Cash Management
    products and services.
  • Make recommendations and decisions regarding Regional employee hiring, compensation, work
    schedule, promotion and discipline; review team performance and metrics and identify gaps, outliers,
    and root cause.
  • Ensure thorough new hire onboarding and ongoing training/development of retail staff for their
    current and future role(s); responsible for coaching and developing high performing talent.
  • Provide periodic results of bank performance objectives and goals, as well as individual coaching,
    feedback and evaluation of Retail Branch Managers.
  • Develop and implement retail banking incentive plans and periodic sales campaigns/contests. Provide
    sales tracking to retail banking team. Continually assess and improve the level of individual and team
    performance through coaching.
  • Conduct regular retail meetings to review branch performance, service, sales, policies and procedures,
    product knowledge and customer relations. Ensure retail team proactively matches bank products and
    services to customer needs.
  • Create a welcoming, engaging, professional environment for customers to experience. Ensure delivery
    of superior customer experience, demonstrate excellent customer service skills and ensure retail
    banking teams deliver same level of service.
  • Support the Bank's community involvement and participates in community activities.
  • Develop and maintain a network in the community to enhance the Bank's visibility and build a strong
    referral source for new potential business.
  • Resolve escalated customer related issues using knowledge of bank services, products, and processes.
  • Proactively resolve customer issues or disputes and ensure follow-through by retail banking team.
  • Complete periodic compliance training.
  • Perform other duties as assigned.

Education and Experience Requirements

Bachelor's Degree in Business or related field, or equivalent combination of education & experience

Minimum of 5 (five) years of retail banking management or regional/market banking

management experience leading, managing, influencing, motivating and developing a team


Education and Experience Preferences

Extensive knowledge of industry products, services, policies, procedures and regulations

Experience with teller line and retail banking processes, branch management, consumer lending

Previous leadership in driving the overall performance of branches

Full Job Description
Opportunity Bank of Montana
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