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Western Region - Location TBD


Under supervision by management, is responsible for efficient and effective oversight of a full-service regional branch office network in our Western Region, ensuring that established policies and procedures are followed.  Leads a team of retail deposit managers and employees and ensures their duties are performed effectively and efficiently.  Also performs personal banking, customer service, security, teller, business development and community relations duties. 

Essential Functions and Responsibilities


  1. Support regional office cluster including:
  • Works with on-site leaders to maintain the most efficient staffing levels including oversight and coordination of personnel across multiple offices to achieve optimum staffing levels. Assists with the evaluation of staff needs including hiring or reduction, in addition to ongoing training efforts for new employees.
  • Drives revenue and customer retention by training, supporting and measuring retail deposit team’s business development actions. Encourages referrals to other functional areas and additional services that are beneficial to the customer. Creates productive relationships with teammates in other functional areas to help generate great customer service and additional business.   
  • Recommends and administers policies and procedures to be utilized across the branch network. Identifies and makes recommendations to management concerning possible procedural changes to execute process improvements, enhance the quality of customer service, meet changing regulatory demands and create efficiencies.
  • Addresses and coaches direct and indirect reports on proper procedures including follow-up with operational performance issues. Communicates changes to policies, procedures and products to branch personnel as necessary and ensures changes in procedures are executed as applicable.
  • Reinforces organization-wide ongoing training activities. Ensures compliance with regular fraud and security training.
  • Discusses and helps solve personnel questions and staffing concerns. Assists direct supervisors with performance reviews and coaching to ensure meaningful and timely feedback to staff.
  • Develops talents of team members. Identifies individual strengths and opportunities for improvement of their team. Develops and implements individual & team action plans to cultivate strengths and improve upon opportunities identified. Establishes strategic plans for individual contributors as well as potential people leaders.    
  • Assists in resolving customer problems beyond the supervisory level in all operational areas.
  • Actively engages in discussion of branch performance numbers identifying areas of strengths and needed improvements in addition to following through to achieve maximum efficiencies that enhance profitability.
  • Encourages workplace cooperation with all branch employees and ensures all Employee Workplace Guideline expectations are met.
  • Ensures that the branches are open and ready to conduct business each business day. 
  1. Operate as on-site operational manager (as applicable/needed)
  • Trains, schedules, assigns work to, and reviews job performance of staff; makes recommendations in regard to hiring and salary; and, when necessary, executes personal improvement plans for branch personnel. 
  • Provides customer services such as explaining savings and checking programs, opening new accounts, approving checks and maintain and improving customer relations.  May also fill in on the teller line when needed.  Must be able to perform all branch operations functions.
  • Reviews branch performance data for trends and identifies areas of strengths and areas in need of improvement to maximize branch profitability.
  • Makes regular business development calls both independently and with lenders to solicit new business or improve services to existing customers.
  • Conducts regular staff meetings to explain new ideas, changes in policy and procedures, and review concerns.
  • Ensures that the branch balances all transactions at the close of each business day.  Helps tellers and others to resolve balancing problems.
  • Oversees general maintenance of the branch.  This includes ensuring that all equipment is working properly.  Occasional lifting, shoveling, and bending may be required to complete these duties.
  • Assigns or carries out all bank security procedures at the branch(es) in line with established security procedures.
  • Performs other duties as assigned or needed including special projects assigned by management.

Skills and Abilities Required

  • Possess a thorough knowledge of branch operations to coordinate the daily functioning of the branch and to resolve employee and customer problems and concerns.
  • Ability to supervise multiple employees and effectively answer questions and resolve problems.  Ability to provide guidance and influence direct reports to help strengthen knowledge and skills. Supports, communicates and provides input to organization and function/department vision and goals; inclusive, respectful and committed to developing, challenging and supporting people; manages resources for decision making and commits to actions to accomplish longer range goals.  Champions a talented and diverse workforce, rewards and recognizes performance.
  • Obtains complete familiarity with the bank's policies, procedures and guidelines.  Ability to make critical decisions while following company procedures.
  • Possess a thorough knowledge of the customer service and teller roles.
  • Demonstrated interpersonal skills necessary to represent the bank in a positive and professional way, conduct business development calls and deal with current and potential customers. Demonstrated ability to communicate effectively in written or verbal exchanges. Demonstrates a positive and approachable demeanor with internal & external customers; demonstrates expert level of products & services knowledge to assess, support and refer based on individual customer needs; ability to balance customer needs with bank policies & procedures.
  • Ability to effectively present information to aid in decision making or in securing approval for procedural changes. Ability to effectively adjust written and verbal message to audience; speaks and writes clearly and concisely; works effectively with others to accomplish organizational goals with the ability to effectively overcome obstacles; ability to develop/maintain strong relationships with internal & external partners; listens attentively and maintains composure in challenging situations.
  • Demonstrated organizational skills with the ability to follow a systematic method for maintaining order across multiple locations, with varying needs.
  • Ability to operate PC with Microsoft Word, Excel, and Outlook software and other standard office equipment, including a calculator, copier/scanner, fax machine and other equipment as assigned.
  • Ability to be mobile in order to move throughout the bank answering questions, working in different areas and visiting regional locations.
  • Ability to maintain the highest level of confidentiality of customer, bank and prospective client information.
  • Ability to prioritize and multitask to effectively meet staff and customer needs

Working Conditions

  • Normal office environment with minimal noise and temperature variation. Length of workday is unpredictable.  May have to work long hours to complete end-of-day tasks, because of computer failure, disaster management or unusually heavy customer flow.  Must be available for after-hour calls when needed. 
  • Occasional weekend support due to staffing shortages or problem resolution.
  • Frequent travel to branch offices and/or customer locations is required.
  • May be required to stand for long periods of time and occasional bending and lifting of coin bags and equipment to process customer transactions and other assigned duties.
  • Manual dexterity skills for use of computer and other related office systems and equipment.
  • Periodic lifting of up to 30 lbs. is required.
  • Occasional bending and reaching.
  • Frequent visual effort is required.  Up to 75-100% of the workday is spent at a computer monitor and/or with written or computer-generated paper documents.
  • Occasional sitting is required.

Training and Preparation

  • A minimum of 5-7 years of bank operations and customer contact or equivalent combination of education and experience is required.  Prior people management experience preferred.
  • A Bachelors’ Degree in Business, Accounting, Finance or related field or equivalent combination of education, training and experience is required.

Apply Online


Send Cover Letters and Résumés to:

Human Resources
National Exchange Bank & Trust
P.O. Box 988
Fond du Lac, WI 54936-0988

If you are interested in more information, please email us or call us at (920) 921-7700.

If you are an individual with disabilities and need assistance using this website to apply for employment, please contact Human Resources at (920) 921-7700.

We comply with the ADA and consider reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential functions.

National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status of protected veteran, or status as an individual with a disability.


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