Elizabeth Bickel Email & Phone Number

Westfield Center, Oh, Us

Oversee operations for all Westfield Bank retail banking branches in NE OH to provide sales and service excellence to internal and external customers and ensure operational compliance. Talent management including: determine appropriate staffing and training, employee selection, performance management, coaching and development. Responsible for growth, establishing metrics and goals, and exploring technological capabilities.Manage Universal Bankers, Retail Trainer and Customer Resource Center Manager. Build relationships with people at every level of our organization, lead through change and reframe challenges as opportunities. Embrace the digital banking landscape, find efficiencies, leverage technology, guide sales team toward becoming proactive coaches and guides on the consumer buying journey. Show-coach, mentor and develop team of skilled leaders and Retail Managers. Drive engagement through effective communication and build positive culture #dowhatyoulove #lovewhatyoudoAnalyze problems and develop innovative and proactive strategies for resolution, recognizing that the details matter, but never losing sight of the big picture.Manage operational projects, escalated client issues, audits, compliments and complaints program, security, compliance, staffing, and recruiting.Oversee onboarding and ongoing training and development of Retail team. Effectively manage vendor relationships to maximize opportunities. Key player in understanding Core Provider, creating policies, managing procedural manual and clearly communicating and implementing procedures.Active participant in IT Steering Committee, Information Security Oversight Council and Compliance council. Champion digital capabilities initiatives and facilitate the program and banker and client adoption.

Westfield Center, Oh, Us

Managing a successful branch is about leadership: coaching, counseling, leading sales and service excellence, creating a fun work atmosphere, and overcoming challenges. Our job as bankers is help our clients minimize financial pressure to live a better life. My job as the leader is to build a winning team who can execute that vision.Leader, Digital Capabilities TeamLead team that develops training for employee engagement with new and existing technology, targeting process improvement, productivity and fostering customer adoption. Utilize dashboards to track and analyze data and understand customer adoption of online banking, e-statements, debit cards, mobile app. etc. Motivate and engage branch management team in being digitally savvy and understanding strategic implications of advanced technologies. Utilize and show coach bank technology while instilling strong customer service acumen. Support management in the training and development of their teams. Facilitate department wide meetings and ‘Train the trainer’ sessions. Create reference materials. Serve as SME for various software programs. Department Leader and Trainer for roll out of Microsoft Teams.Develop initiatives that will improve bank profitability. Ex: e-statements and debit card campaigns, mobile wallet education.

Westfield Center, Oh, Us

Oversee daily branch operations and lead a team of Bankers in providing highest level of customer service. Drive branch sales results to meet retail scorecard objectives by fostering a sales and service culture, leading by example with strong individual sales performance, and providing thorough direction to individual employees, setting individual targets, monitoring progress and tracking results. Provide direction and guidance to branch staff regarding operational procedures and ensure branch compliance with security and internal audit controls. Generate new business through prospecting, referrals and networking within business and civic community. Maintain thorough knowledge of Westfield Bank products and services, open new accounts, answer customer service calls, and accurately process account transactions.Facilitate team meetings. Coach, mentor, guide, provide feedback, motivate, recognize and reward team for achievement of sales and service goals. Interview, onboard, and train new employees. Determine loan needs and advise customers of current products, terms and pricing. Originate consumer auto and home equity loans.Identify, manage, monitor, report risk and operate within the Westfield Bank’s risk appetite.

Westfield Center, Oh, Us

Serve as primary point of contact with customers, process transactions, answer questions, research and resolve problems, act as the customer liaison between other departments as necessary.Maintain in depth knowledge of bank products and services, provide accurate information with a strong attention to detail for telephone and walk in inquiries, share knowledge, build trust.Support sales initiatives while participating in campaigns, actively seek out new client acquisition and cross sell opportunities to deepen client relationships. Open and maintain accounts, accurately complete paperwork and submit on time. Utilize technology to complete assigned tasks, communicate, and maintain records.

Cleveland , Ohio, Us

Maintained thorough knowledge of products and services, respond to customer inquiries, and accurately processed account transactions.Built and strengthened existing client relationships, identified and pursued cross- selling opportunities, made product suggestions based on clients needs, and sought opportunities for new client acquisition.Provided direction and guidance to branch staff regarding operational procedures.Identified sales opportunities and consistently met / exceeded sales goals: 135%+ of goal.Provided excellent customer service, troubleshot and resolved complex customer problems.Led branch training for understanding banking regulations and adhering to corporate compliance policies e.g. BSA, MLA, Reg CC, check cashing guidelines, cash limits, CTR and MIL completion guidelines, and professional conduct. Managed daily operations. Supervised daily and weekly duties including: vault balancing, currency ordering and shipment, ATM loading and processing, supply ordering, cash box audits and NSFR review.Monitored customer satisfaction, teller over short, fee income, wire transfer, teller referral, relationship pricing, and safe deposit box system reporting.Managed branch staffing and scheduling.Ensured branch compliance with security and internal audit controls.Trained and coached new tellers.Initiated Wire Transfers.Performed notary services.

B.A., Psychology

M.E.D, Higher Education Administration