Jaclyn Detweiler
Client Services Representative at Everence Financial- Claim this Profile
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Bio
Experience
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Everence Financial
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United States
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Financial Services
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200 - 300 Employee
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Client Services Representative
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Mar 2022 - Present
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Harleysville Bank
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United States
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Banking
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1 - 100 Employee
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Assistant Branch Manager
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Mar 2021 - Feb 2022
• Supervise, train and coach of all branch personnel. • Complete observations and provide feedback and coaching. • Perform assessment and evaluation of branch team members. • Handle complex customer service and non-customer inquiries. • Make decisions on waiving fees. • Responsible for branch operations and vault procedures • Complete surprise audits on cash drawers. • Notary for the bank and customers and administer Medallion Stamp signature guarantee. • Scheduling… Show more • Supervise, train and coach of all branch personnel. • Complete observations and provide feedback and coaching. • Perform assessment and evaluation of branch team members. • Handle complex customer service and non-customer inquiries. • Make decisions on waiving fees. • Responsible for branch operations and vault procedures • Complete surprise audits on cash drawers. • Notary for the bank and customers and administer Medallion Stamp signature guarantee. • Scheduling staffing support for training, vacations and other time-off. • Participate in bank communities’ events.
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Floating Teller, CSR (Customer Service Representative) and IBT (In-Branch Trainer)
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Apr 2013 - Mar 2021
I started with Harleysville Bank as a seasonal teller through college and as of October 2016 I became full time as a floating teller. In May 2017 I was given the responsibility of IBT (In-Branch Trainer). Floating teller responsibilities include: ~Processing customer transactions (deposits, withdrawals, and loan payments) ~Manage and balance cash drawer ~Filing paperwork ~Answering phone calls ~Determining customer needs and suggest products that will meet those… Show more I started with Harleysville Bank as a seasonal teller through college and as of October 2016 I became full time as a floating teller. In May 2017 I was given the responsibility of IBT (In-Branch Trainer). Floating teller responsibilities include: ~Processing customer transactions (deposits, withdrawals, and loan payments) ~Manage and balance cash drawer ~Filing paperwork ~Answering phone calls ~Determining customer needs and suggest products that will meet those needs ~Opening new accounts IBT responsibilities include: ~Providing a consistent learning experience for new tellers ~Coaching new tellers during their 3 weeks of on the job training
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Mathematics Tutor
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Dec 2016 - Oct 2019
- I coach students through homework and prep them for tests - Tutoring sessions typically last for 1-1.25 hours at a time, depending on the student's needs - I have experience tutoring 6th grade math, Algebra 1, Geometry, and Advanced math (Trigonometry/Pre-calculus)
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Summer Intern
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Jun 2016 - Aug 2016
Souderton, PA For 8 weeks I will be serving at Souderton Mennonite Church and the surrounding community for 30 hours a week and will be receiving discipleship training for 10 hours a week. Service includes: ~Vacation Bible school set up, cleanup, outreach, and guiding a class of preschool students ~A 4-day service trip with the youth group to Camden, NJ to serve at Urban Promise which is a Christian outreach program for children and youth ~Babysitting children and general house upkeep at a day… Show more For 8 weeks I will be serving at Souderton Mennonite Church and the surrounding community for 30 hours a week and will be receiving discipleship training for 10 hours a week. Service includes: ~Vacation Bible school set up, cleanup, outreach, and guiding a class of preschool students ~A 4-day service trip with the youth group to Camden, NJ to serve at Urban Promise which is a Christian outreach program for children and youth ~Babysitting children and general house upkeep at a day center in Souderton for homeless families ~Collaborating with a team to plan, organize, and run a 5 week English literacy camp for elementary English language learners. Also created lesson plans and taught the students ~Working in a community garden ~Cleaned and organized a room at a thrift store to move new product into that room ~Called businesses and collected donation items for a fundraiser. Directed a team to organize the donated items for a silent auction. Show less
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Mathematics Tutor
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Sep 2013 - Apr 2016
Eastern Mennonite University - I help students who are looking to get some extra help in learning math. I coach them through several problems so that they learn how to think through the problems and answer them correctly. - I go over tests with students - I help grade homework for the math professors
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Executive Royal Ambassador
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Sep 2012 - Apr 2016
Eastern Mennonite University - I first became a Royal Ambassador in September 2012 and this job involves hosting perspective students overnight in my dorm, getting to know perspective students over lunch, and helping out with check-in and dorm tours during campus visit weekends. - In September 2013, I became an Executive Royal Ambassador. This promotion added giving campus tours to my previous duties.
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Cashier
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May 2008 - Mar 2013
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Education
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Eastern Mennonite University
Bachelor’s Degree, Mathematics Teacher Education -
Christopher Dock Mennonite High School
High School