Retail Banking

The WBA Retail Banking Section Board assists in the development of seminars and workshops to retail bankers and loan officers. In addition, each spring the Section awards scholarships to high school seniors who work at a WBA Retail Section member financial institution or whose parents work for a member financial institution. The Board has three to four meetings and two to three conference calls per year. Section members receive a monthly newsletter, up-to-date information impacting the banking industry and educational discounts.

WBA Members are also encouraged to use the resources this section has contributed for the Best Practices Library. The latest is a "Universal Banker: Managing the Evolution of the Personal Banker Position" whitepaper.

Interested in joining the WBA Retail Section?

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2017-2018 Retail Banking Section Board

Rick Beutler, Chair
Personal Banking Manager
Spring Bank, Brookfield

Troy Bartoshevich, Vice Chair
First Vice President
Park Bank, Milwaukee

Phyllis Dresser, Past Chair 
Assistant Vice President of Retail
Bank of Prairie du Sac, Prairie du Sac

Shelly Edgington (2020)
Vice President, Retail Banking
McFarland State Bank

Amanda Emery-Morris (2019)
Marketing Manager
The American National Bank, Beaver Dam

John Loeffler (2018)
Senior Vice President, Retail Banking Director 
Bank of Sun Prairie

Lisa Lyon (2018)
AVP - Retail Banking
First Bank, Baldwin

Chrystal Morgan (2020)
SVP - Retail Banking
Citizens State Bank, La Crosse

Rose Petitte (2020)
Vice President
Horicon Bank

Shelly Rohde (2019)
VP, COO
American National Bank Fox Valley, Appleton

Elyse Smithback (2019)
Vice President - Treasury Management
Oregon Community Bank

DeAnna Tittel (2019)
Vice President of Retail
Bank of Luxemburg

Benjamin T. Udell (2018)
Senior Vice President of Consumer Banking
Monona State Bank

WBA Staff Liaison 
Patricia R. Rogers, SPHR
Vice President - Education
Wisconsin Bankers Association, Madison