Elizabeth Bickel Email and Phone Number
I am a leader who empowers bankers, helps them embrace sales and service excellence, and reach their full potential. Our goal is to educate and empower clients, help minimize financial pressures so they can live a better life. MY MISSIONEngaging customers in meaningful dialogue about their current and future financial needs requires a special skillset. I coach bankers to understand the complexity of the financial industry and make recommendations regarding products and services that make sense for the big picture of money management. I am passionate about the customer experience and care about delivering a seamless and personalized experience. My goal is to be an effective leader in the digital economy by leading a team of bank leaders to effectively communicate with their teams and clients, provide the highest level of customer service, and understand the banking industry and technology . I am passionate about my work and the role of technology in banking.MY MAGICTwo critical components of my leadership style include maintaining my integrity and helping others. My willingness and capacity to exhibit the qualities of authentic leadership produce excellent results. I identify key priorities and coach bankers to success, focusing on productivity and building more impactful relationships with our clients. Trust, honesty, empathy, communication, curiosity, collaboration and respect are values I draw on in all my interactions.MY SAVVYI am a technology and fintech advocate. I translate the geek speak and help my team, customers and partners navigate the ever changing technology landscape. With a positive attitude, a love for learning, and a knack for show-coaching, I help others understand how to utilize technology to their benefit.Excited to connect with other tech enthusiasts in and outside of the banking industry. If you ever nerd out over any of the following topics, let's be friends. I’d love to share insights or collaborate on a project!customer experienceweb3online and mobile bankinginternet of thingsdigital transformation strategyindustry 4.0open bankingartificial intelligenceblockchain/web3/DeFicrypto/digital cash/central bank digital currency/stablecoinsdata analyticscloud computingVR/AR/metaversebuy now pay laterfintech partnershipsdronescybersecurity
Westfield Bank
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Vp, Retail Operations ManagerWestfield Bank Dec 2021 - PresentWestfield Center, Oh, UsOversee 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.
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Avp, Retail ManagerWestfield Bank Feb 2019 - Dec 2021Westfield Center, Oh, UsManaging 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.
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Client Service Team Lead IiWestfield Bank Apr 2017 - Feb 2019Westfield Center, Oh, UsOversee 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.
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Client Service RepresentativeWestfield Bank Jun 2015 - Apr 2017Westfield Center, Oh, UsServe 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.
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Lead TellerKeybank Sep 2011 - Jun 2015Cleveland , Ohio, UsMaintained 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.
Elizabeth Bickel Skills
Elizabeth Bickel Education Details
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Ashland UniversityPsychology -
Kent State UniversityHigher Education Administration
Frequently Asked Questions about Elizabeth Bickel
What company does Elizabeth Bickel work for?
Elizabeth Bickel works for Westfield Bank
What is Elizabeth Bickel's role at the current company?
Elizabeth Bickel's current role is Experienced Leader in Retail Banking | Digital Capabilities SME | Leading Successful Teams in Sales & Service Excellence | Using Tech to Connect | Step Up Your Digital Game | Excel Ninja | Full Time Nerd.
What schools did Elizabeth Bickel attend?
Elizabeth Bickel attended Ashland University, Kent State University.
What skills is Elizabeth Bickel known for?
Elizabeth Bickel has skills like Leadership, Team Building, Deposit Growth, Technology, Branch Management, Digital Strategy, Sales, Persuasive Speaker, Vendor Management, Customer Relationship Management, Data Literacy, Operations.
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