Martin Beetler
Elk River,MN
Summary
High-achieving Business Consultant offering over 12 years of experience in Retail Banking . Proven track record of building, motivating, and developing high performing teams. Currently providing strategic consult of retail bank objectives to Regional Banking Executive, District Managers, and 120 retail branch teams across Minnesota, Wisconsin, and Chicago markets. Gifted communicator and influencer with excellent relationship-building and problem-solving abilities.
Overview
12
12
years of professional experience
Work History
Senior Business Execution Consultant
Wells Fargo Bank, N.A.
Minneapolis , MN
05.2021 - Current
- Facilitated delivery of multiple new or enhanced products and services to employees. Ensuring they are trained and evaluated.
- In partnership with Region Bank Executive and District Managers, developed strategies to ensure objectives of business plans and operational strategies for new and existing business are met. Resulting in a year over year increase of deposits, loans, and investments. Region holds 30 Billion in assets.
- Defined, created, and implemented strategy for delivering exceptional customer experience in the retail bank. Increasing customer satisfaction results by 20%in the region.
- Defined strategies for digital migration/adoption and made proactive adjustments to maintain results. Increasing adoption of digital usage to 80% of new customers and increasing usage of digital or ATM services by 30% for simple service branch transactions.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Offered expertise on employee and business development plans to enhance implementation and routine oversight.
- Formulated recommendations and effective solutions to improve region's overall profitability and success.
- Lead execution of retail bank objectives.
Regional Banking Senior Branch Manager
Wells Fargo, NA
Wayzata, MN
06.2011 - 05.2021
- Successfully led six branches in Minnesota and Wisconsin. Experience in leading rural, mass market, and affluent branches.
- Assessed employee performance and developed improvement plans. Resulting in best in turnover due only to employee promotion in 2019 and 2020.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Gathered and reviewed customer feedback to improve operations.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Protected company assets with strategic risk management approaches.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Identified and capitalized on community business opportunities with effective networking.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Developed prospects for new loans though weekly cold calling.
- Engaged employees in business processes with positive motivational techniques.
Personal Banking Officer
Wells Fargo Bank, N.A.
Minneapolis, MN
06.2010 - 06.2011
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Achieved consistent recognition as top sales performer.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Skills
- Organizational Improvements
- Customer Engagement Strategies
- Staff Mentoring
- Operational Efficiency
- Revenue Growth
- Team Member Development
- Consultation and Advisement
- Process and Procedure Refinement
- Risk Mitigation Strategies
- Employee Recognition
- Customer Feedback
- Banking Best Practices
- Employee Motivation
Timeline
Senior Business Execution Consultant
Wells Fargo Bank, N.A.
05.2021 - Current
Regional Banking Senior Branch Manager
Wells Fargo, NA
06.2011 - 05.2021
Personal Banking Officer
Wells Fargo Bank, N.A.
06.2010 - 06.2011
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