Position Location: Sheridan, WY or Billings, MT
 
Experience: A minimum of ten years of experience including time spent in preparatory positions. Work related experience must consist of management experience in the financial services industry.

Education/Certifications/Licenses: A professional Banking school completion and accreditation and/or advanced education beyond a college degree is preferred, ideally in a financial or business discipline.

Major Duties and Responsibilities

Strategic Leadership & Vision: Defines the Bank’s long-term strategic direction, growth strategies, and business goals in alignment with the values of the organization. Works closely with the Board of Directors to align the Bank’s mission, values, and goals with daily operations in all departments.

• Plans, formulates, and recommends for the approval of the Directors policies and programs that will further the tasks, objectives and goals of the Bank; recommends annual program goals to the Directors; ensures an ongoing evaluation system is in place related to such goals and that reports of progress are provided to the Directors on a regular basis; executes such contracts, grants, and commitments as may be authorized by the Directors or by established policies.
• Defines and executes current and long-range strategic plans, budgets, goals, and objectives that result in growth in equity, profits, loans and deposits, return on assets, return on investments, quality and scope of financial services, culture and human resources, and service to the community in the best interest of all aspects of the customers, employees, and the public.

External Relations & Advocacy: Serves as the key representative for the Bank, building and maintaining relationships with regulators, government agencies, industry leaders, and other external stakeholders.

• Advocates on behalf of the Bank and its mission, positioning the organization as a leader in the financial services sector in all key markets served by the Bank.
• Fosters relationships with customers, employees, and the community, ensuring a deep commitment to Bank principles and organizational values. Actively engages in outreach and partnerships that enhance the Bank’s reputation and service offerings.
• Ensures the development and pursuit of effective marketing strategies to create a strong brand image for the Bank by working closely with the Bank’s Marketing staff; acts as an official spokesperson for the Bank.

Financial Management: Oversees the financial health of the organization by monitoring budgets, investments, and performance metrics. Ensures sound risk management practices are followed.

• Monitors the Bank’s financial performance by working closely with the Chief Financial Officer; reviews Bank balance sheets; compiles and reviews various monthly financials at both the cost center and Bank levels; develops and prepares annual operating budgets; analyzes budget variances and communicates these variances to members of management; oversees the Bank’s assets and liabilities, deposit and loan rates.
• Works closely with the Chief Credit Officer and lending managers to ensure the overall quality of the Bank’s lending portfolio and program; participates as a member of the Bank’s Internal Loan Commitee; ensures loan policies are communicated and oversees programs to verify policy adherence; advises and mentors lending personnel regarding risk assessment and policy compliance; reports credit risk and loan loss reserve to the Directors.

Operational Excellence: Ensures that all Banking operations are efficient, compliant with regulatory standards, and provide superior service. Implements best practices across all areas of the business.

Talent Development & Succession Planning: Leads a high-performing senior management team. Provides guidance, professional development, and support to ensure that the organization’s goals are met through effective leadership.

• Ensures the Bank’s vision, mission, organizational values, and culture are effectively communicated to management and all Bank personnel; works closely with the Human Resources Manager to achieve current and long-term staffing and benefit goals; ensures the Bank maintains an adequate and effective workforce of properly trained and informed personnel; provides periodic feedback regarding performance goals and conducts annual performance reviews with members of management.
• Oversees and leads efforts to develop leaders to help ensure the future leadership succession and overall success of the Bank.
• Supervises the Bank’s senior management team. Directs, monitors, and appraises the performance of all key officers of the Bank.
• Plays a positive role in the development and growth of assigned staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff.
• Assumes responsibility for various department functions in the absence of staff members or in overload situations.

Regulatory Compliance & Governance: Maintains knowledge of industry regulations and ensures adherence to local, state, and federal Banking laws. Ensures strong corporate governance practices are in place.

• Ensures that the Bank implements and maintains effective processes for information technology risk management (ITRM), including those that relate to cybersecurity; works closely with the Information Technology Officer and Information Security Officer to support the Bank’s business strategy in line with its risk appetite assigned by the Directors.
• Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal Banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Works closely with the Bank’s Audit Liaison, Compliance Officer, and Risk Management Officer to ensure the Bank’s compliance with all applicable Banking laws, rules and regulations; assesses the effect of regulatory changes on overall Bank compliance and risk and ensures such matters are communicated to the Directors on a timely basis.

Growth & Innovation: Spearheads innovation efforts to ensure the Bank adapts to new technologies, customer demands, and industry trends. Drives initiatives to diversify the Bank’s products and services while maintaining the values of the Bank. Leads efforts in expanding the Bank’s growth in all key markets through innovative product offerings and technology, ensuring that the organization remains competitive. 

• Plans, and directs programs and services; evaluates results and recommends policies, procedures, and action to achieve program goals.
• Provides guidance on matters of program, publications, budget and legal responsibility.
• Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow through with customers and/or staff involved.
• Consistently applies superior decision-making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
• Processes, solves and answers complex customer transactions, problems or inquiries.
• Additional duties as determined by business needs.