Summary
Overview
Work History
Education
Skills
Timeline
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Bethany Engleking

Brownstown,Indiana

Summary

Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.

Overview

12
12
years of professional experience

Work History

Banking Center Leader

JCBank
03.2020 - Current
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Educated customers on company systems, form completion and access to services.
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Leveraged sales expertise to promote products and capitalized on upsell opportunities.
  • Maintained strict confidentiality of bank records and client information.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintain strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs.
  • Increased branch deposit dollars dollar by %15.
  • Achieved 121% of Consumer loan goal.

Operations Branch Manager

Mutual Bank
10.2018 - 03.2020
  • Trained employees on proper procedures and strategies to improve productivity.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
  • Maintained branch files for major accounts, investments and employees.
  • Conduct monthly and quarterly audits within financial center.
  • Monitor quality and professionalism of employees in, attendance, training, performance management, coaching, and developing.
  • Initiate research for teller outages, locate and reconcile errors.
  • Understand and apply all Federal Regulations and bank policies/procedures.

Relationship Banker

Mutual Bank
04.2018 - 10.2018
  • Worked with clients to address and respond to client and partnership management issues.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
  • Work closely with personal financial advisors, business advisors, associates, and product experts as necessary to fulfill client’s financial needs.
  • Ability to originate consumer and business depository accounts, consumer and small business lending products.

CSR/Teller

BloomBank Acquired By Mutual Bank
02.2017 - 04.2018
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Perform all transactions consistent with the role of a Teller including but not limited to:
  • Checking & savings transactions, loan payments and account inquiries.

Quality Assurance/Trainer

Chili's Bar And Gril
08.2011 - 04.2017
  • Managed cooks and servers
  • Kept environment clean and stocked
  • Motivated team to reach sales goals and work together
  • Assessed customer requirements and ensured goals were met
  • Coached and developed new associates
  • Established and instructed new policies and procedures
  • Worked to improve organization's efficiency and profitability by reducing waste
  • Knowledgeable about all food safety standards
  • Issued verbal guidance to trainees and answering their questions

Education

Bachelor of Science degree - Business

Capella University
Minneapolis, MN
12.2021

HighSchool diploma -

Seymour High School
Seymour IN
12.2010

Skills

  • Precise
  • Strong Verbal and Written Communication
  • Decision Making
  • Microsoft Office
  • Attentive
  • Ability to work under pressure
  • Sales and Relationship Building
  • Organizational Skills
  • Staff Management
  • Customer and Vendor Relations
  • Risk Mitigation
  • Team Oversight

Timeline

Banking Center Leader

JCBank
03.2020 - Current

Operations Branch Manager

Mutual Bank
10.2018 - 03.2020

Relationship Banker

Mutual Bank
04.2018 - 10.2018

CSR/Teller

BloomBank Acquired By Mutual Bank
02.2017 - 04.2018

Quality Assurance/Trainer

Chili's Bar And Gril
08.2011 - 04.2017

Bachelor of Science degree - Business

Capella University

HighSchool diploma -

Seymour High School

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Bethany Engleking