ENGLEWOOD BAND & TRUST OFFICER PARTICIPATING IN EDUCATIONAL EVENT ON ELDER FRAUD AND EXPLOITATION PREVENTION
June 3, 2013 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced that Kristy Babington, Bank Secrecy Act and Privacy Officer will again participate in the second annual Educational Forum on Elder Fraud and Exploitation Prevention being held Friday, June 14, 2013 from 8:00 a.m. to 2:00 p.m. at The Salvation Army Fellowship Hall, 1701 S. Tuttle Ave., Sarasota.
This year’s event will focus on educating community members and professionals who work with older adults on the reality of elder fraud and exploitation, how to identify potential abuse, what to do when financial abuse is suspected, available resources, the legal process of handling fraud and exploitation cases, key elements in exploitation cases, and tips from community organizations dedicated to elder abuse and exploitation. Speakers will include community experts from law enforcement, Adult Protective Services, the State Attorney’s Office, elder law firms, and several local organizations who advocate for the safety and well-being of older adults. Interested parties are welcome to attend the free event and may register online at www.elderexploitationsrq2013.eventbrite.com, by e-mail to Raquel_Castillo@doh.state.fl.us or by phone at 941.861.2575. A complimentary continental breakfast and a boxed lunch will be provided for registered attendees. Space is limited.
Elder abuse can happen to anyone and anywhere—in victims’ own homes, nursing homes, assisted living facilities, and even hospitals. It affects elders across all socioeconomic groups, cultures, and races. Based on available information, at most at risk are women, homebound or isolated elderly, and individuals ages 80 and older. Perhaps most surprising is that the mistreatment is most often perpetrated by the individual’s own family members.
If you suspect elder abuse, report it. Act to protect seniors by bringing suspected abuse to the attention of the appropriate authorities. You do not need to prove that abuse is occurring; it is up to the professionals to investigate your concerns and suspicions. Even if it is determined that no crime has been committed, counseling or other services may be suggested.
ENGLEWOOD BANK & TRUST ACCEPTING DONATIONS OF SHOES FOR KIDS NEEDS SHOE DRIVE
May 28, 2013, Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced that the bank is collecting shoes for Kids’ Needs of Greater Englewood, FL Inc. All shoes donated will be given to local students in need. “We are proud to be a part of this worthwhile campaign” Diedrick stated. “In years past our employees and customers have donated until the collection boxes were overflowing.”
The shoes will be distributed at the Back to School Bash, held at the Englewood YMCA on August 3rd from 10-1pm. Shoes can be new or gently used. Sneakers and flip flops are always in demand. All sizes are needed. Kids’ Needs services Englewood elementary thru high school students.
The items will be accepted at all Englewood Bank & Trust locations: 1111 S. McCall Rd, 12651 S. McCall Road, 8725 Placida Road, and 301 Park Ave, Boca Grande, during regular business hours.
ENGLEWOOD BANK & TRUST OPENS VENICE LOAN OFFICE
March 8, 2013 Englewood Bank & Trust opened a Venice Loan Office announced Lane L. Diedrick, president, a unique facility in the Venice market. Gary Kinnear, Vice President and Market Executive, is leading the initiative to provide personal, one-on-one commercial lending services to area businesses.
“Our goal is to provide Englewood Bank & Trust’s specialized, high-touch commercial lending services to the Venice market; the kind of service that we have gained a reputation for in the south Sarasota County area since the bank was organized in 1988,” commented Kinnear. “As a community bank based in the area, we are committed to providing customized financial solutions, quick service and local decisions. We know the area and how to get things done.” Adding, “We have been voted Best Bank in the area by area residents and businesses for 15 years running.”
Kinnear served the Cape Haze peninsula banking market for six years and in doing so has developed strong relationships with the community. “I will bring my dedication to the community and my desire to help people and businesses achieve their goals to Venice,” Kinnear explained. His responsibilities will be to develop new client relationships and for managing its growing portfolio.
Prior to joining Englewood Bank & Trust, Kinnear was a commercial lender in the Boston area since the late 1970s. He supports Big Brothers Big Sisters of the Sun Coast and is a member of the Venice Chamber of Commerce.
Englewood Bank & Trust is celebrating its 25th anniversary, having been established in 1988. The community bank provides banking, trust and investment services to the businesses and residents through offices in Englewood, Placida, Boca Grande and Gulf Cove.
ENGLEWOOD BANK & TRUST OFFER FREE WILL AND TRUST REVIEWS
January 18, 2013 Englewood, FL William Hughes of Englewood Bank & Trust is offering area residents the opportunity for a private consultation to review wills, trusts or investment portfolios. Hughes, a bank vice president, serves as the bank’s Trust & Investment Management Services Business Development Officer, has vast experience in personal trust, estate planning and investment management services. The free consultations are by appointment only and local attorneys will be present at the meetings as well.
“We will be reviewing wills, trusts, powers of attorney, and health care directives, like living wills and designation of health care surrogates,” Hughes said. “In addition, we will be happy to give a complimentary analysis of investment portfolios. The reviews will allow individuals to determine the validity and currency of their documents, their probate risk, and whether their investments are consistent with their financial goals.”
The free reviews will be offered January 29, 30, and 31 at three Venice locations. One-hour appointments with Hughes and an attorney must be made in advance and may be made at any Englewood Bank & Trust office. Interested persons may also telephone Hughes at (941) 662-1177 or email him at email@example.com. The appointments are available at the following times: 9:00 a.m., 10:00 a.m., 11:00 a.m., 1:00 p.m., 2:00 p.m., and 3:00 p.m.
ENGLEWOOD BANK & TRUST OFFICER PARTICIPATING IN PANEL DISCUSSION ON FINANCIAL ABUSE
September 28, 2012 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced that Kristy Babington, Bank Secrecy Act and Privacy Officer will participate in a panel discussion titled, “Last Will and Embezzlement: Protecting Yourself and Others from Exploitation and Fraud. The presentation will be held Friday, October 5, 2012 from 8:00 a.m. to 12:00 noon at the Selby Auditorium, University of South Florida, Sarasota-Manatee campus, 8350 North Tamiami Trail, Sarasota. The event is free but space is limited. Register on line at www.lastwillandembezzlement.eventbrite.com, by e-mail at Raquel_Castillo@doh.state.fl.us or by phone at 941.861.2575. A continental breakfast provided.
Financial abuse among older adults is a serious crime and on the rise. For many reasons, seniors are more vulnerable to exploitation from both professionals and from individuals close to them – including family.
This event will premiere a documentary that features actor Mickey Rooney as well as local professionals in aging. After the film, a panel of experts from our region and across the state will address questions such as: who are the perpetrators, how does exploitation occur and where to go for help. Additionally, the panel will include local community resources including legal experts who will explain how the Florida legal and judicial system deals with this problem.
ENGLEWOOD BANK & TRUST HIRES BANKING STAFF
September 27, 2012 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announces the following appointments:
Samantha Brazzi has joined the retail banking as a part-time teller at Englewood Bank & Trust’s Main Office, 1111 South McCall Road. Brazzi recently relocated to North Port from Georgia where she worked in the banking industry.
Lisa Ladue and Kayla Tiller are new part-time tellers at the Gulf Cove Office. Ladue is from North Port and previously worked with a financial institution in New Hampshire. Tiller, an Englewood native, is Lemon Bay High School graduate and previously worked at CVS Pharmacy
Mary Lowe has joined the loan department at as a part-time loan operations assistant. Lowe is a resident of Port Charlotte and has prior experience in the banking industry in the loan area.
ENGLEWOOD BANK & TRUST INTRODUCES MOBILE BANKING
August 20, 2012, Englewood, FL, Englewood Bank & Trust recently introduced Mobile Banking to its customers. The new service enables customers to monitor account balances and transactions, transfer funds between accounts, pay bills and locate the nearest ATM or branch office on their mobile phones or other mobile devices. The mobile web browser and the downloadable mobile banking application for both iPhones and Androids are free to customers who utilize online banking,
“With our free Mobile Banking service, our customers can do their banking conveniently while on the go,” said Englewood Bank & Trust President Lane Diedrick. “As our customers become more technologically savvy, we want to be able to meet their needs. We are happy to be able to add mobile banking as it is one more way to expand the services we provide to our customers.”
The bank offers three Mobile Banking options:
• Text banking – Provides access to accounts via text messages on the customer’s cell phone. This is a fast, easy way to look up account balances or recent account history by sending a short-code text command to the bank to receive the requested information.
• Mobile web browser – Similar to online banking from a home-based computer. Customers may check balances and transfer funds by simply logging into their account via a mobile web browser.
• Mobile banking applications – Android and iPhone users may download free apps at the iPhone App Store and the Android Market. Then, after signing up through online banking, customers can connect directly to Englewood Bank & Trust without having to navigate a mobile web browser.
For more information on mobile banking, stop by any Englewood Bank & Trust branch office.
ENGLEWOOD BANK & TRUST "KIDS NEEDS" SHOE DRIVE A HUGE SUCCESS
August 7, 2012, Englewood, FL Englewood Bank & Trust President Lane Diedrick congratulated customers and staff for the fantastic effort put forth for the recent shoe collection drive for Kids’ Needs of Greater Englewood, FL Inc. The bank’s four locations served as collection points for shoes and monetary donations.
Marcia Louden, Director for Kids’ Needs, reported that over 790 pairs of sneakers were donated. Monetary donations at the collection sites throughout the Englewood-Cape Haze area during the drive will also be used to purchase shoes.
The shoes were distributed at the Back to School Bash, held at the Englewood YMCA on August 4 and subsequently at area schools including Lemon Bay High School, L.A. Ainger Middle School, and Englewood, Vineland, and Myakka River Elementary Schools.
Englewood Bank & Trust was established in 1988 and provides financial services for area residents from four offices in Englewood, Placida, Boca Grande, and Gulf Cove. Englewood Bank & Trust also offers personal and business online banking at www.englewoodbankandtrust.com.
ENGLEWOOD BANK & TRUST ACCEPTING DONATIONS OF SHOES FOR KIDS' NEEDS SHOE DRIVE
July 25, 2012, Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced that the bank is collecting shoes for Kids’ Needs of Greater Englewood, FL Inc. All shoes donated will be given to local students in need. “We are proud to be a part of this worthwhile campaign” Diedrick stated. “In years past our employees and customers have donated until the collection boxes were overflowing.”
The shoes will be distributed at the Back to School Bash, held at the Englewood YMCA on August 4th from 10-1pm. Shoes can be new or gently used. Sneakers and flip flops are always in demand. All sizes are needed. Kids’ Needs services Englewood elementary thru high school students.
The items will be accepted at all Englewood Bank & Trust locations: 1111 S. McCall Rd, 12651 S. McCall Road, 8725 Placida Road, and 301 Park Ave, Boca Grande, during regular business hours, 9:00 a.m. to 4:00 p.m. Monday – Thursday and until 5:00 p.m. on Friday.
ENGLEWOOD BANK & TRUST HIRES BRANCH BANKING STAFF
July 23, 2012 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announces the following appointments:
Judy Carr has joined the retail banking as a part-time receptionist at Englewood Bank & Trust’s Main Office, 1111 South McCall Road. Originally from Ohio, Carr resides in Rotonda and is retired from full-time work in the finance industry.
Danielle Bashford and Brittney Wise are new part-time tellers at the Main Office. Bashford is from North Port and previously worked with Walgreens. Wise, an Englewood native, previously served in the food service industry. She is attending State College of Florida majoring in nursing.
ENGLEWOOD BANK & TRUST ACCEPTING DONATIONS FOR ENGLEWOOD ROTARY FOOD4TROOPS CAMPAIGN
June 8, 2012, Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced that the bank is continuing the collection of snack items and toiletries to benefit U.S. Soldiers overseas. “The response from our customers and employees was so great that we are extending the collection through the month of June,” Diedrick stated. Members of the Englewood Rotary will be boxing and sending the items to U.S. Servicemen serving overseas.
Food items that may be donated include: Beef Jerky/Slim Jims, coffee (ground or instant), instant drink mixes (Gatorade, Kool-Aid, Crystal Light), pumpkin seeds, tuna (in foil pouches), protein powders/protein bars, granola bars, cereal bars, dry soup (ramen noodles/cup of soup), cheese & cracker packs, instant oatmeal packs. Toiletries being accepted are: baby wipes, body wash, liquid soap shampoo, deodorant, mouth wash, baby powder & foot powder (all travel size).
The troops love to hear from all of us and mail brightens their days, letters will also be accepted to include in the care packages.
“I extend my heartfelt thanks to the public for their generosity in supporting this worthwhile project” Diedrick commented.
The items will be accepted at all Englewood Bank & Trust locations: 1111 S. McCall Rd, 12651 S. McCall Road, 8725 Placida Road, and 301 Park Ave, Boca Grande, during regular business hours, 9:00 a.m. to 4:00 p.m. Monday – Thursday and until 5:00 p.m. on Friday.
"Englewood Bank & Trust was established in 1988 and provides financial services for area residents from four offices in Englewood, Placida, Boca Grande, and Gulf Cove. Englewood Bank & Trust also offers personal and business online banking at www.englewoodbankandtrust.com
FREE BUSINESS SECURITY WORKSHOP
AT ENGLEWOOD BANK & TRUST
Englewood, Fl., May 10, 2012 — Area business owners and operators are invited to attend a free Business Security Workshop presented by Englewood Bank & Trust and InfoSight Inc. on Thursday, May 24. This unique event will be held from 11:30 a.m. to 1:00 p.m. at the bank’s Community Room at Tiffany Square, 2828 S. McCall Rd, Englewood, FL 34224
Featured speaker Tom Garcia, President and CEO of InfoSight, Inc., will discuss ways owners can protect their businesses from unwanted intrusion, data loss and identity theft. Topics include how to prevent a security attack and how to build a secure environment.
“Computer crime is becoming more prevalent, so it’s important that business owners learn what threats are out there and what steps they can take to secure their businesses,” said Margo Leiter, CSIM, Information and Security Officer at Englewood Bank & Trust. “We are excited about being able to bring Tom here and confident that local business owners will learn the necessary steps to protect themselves against cybercrime.”
Although the workshop is free, seating is limited and reservations are required. Reservations may be made by calling (941) 475-6771. A complimentary lunch will be served.
Garcia founded InfoSight, a nationally known, independent bank security and compliance consulting firm based in Miami Lakes, Fla., in 1998. His background includes executive-level consulting, strategic information technology planning, security awareness training programs, vulnerability assessments, and technology infrastructure management. Due to his experience with regulatory compliance and data security technologies, Garcia is a frequent speaker at state and national industry association events throughout the Southeastern United States and Mid-Atlantic regions.
InfoSight offers managed security, compliance and vulnerability services that protect and optimize how an institution’s critical information is processed, managed and stored. For more than 10 years, InfoSight has served institutions nationwide, minimizing risk exposure and providing high levels of security assurance and IT regulatory compliance. For more information, visit www.infosightinc.com or call (305) 828-1003 or (877) 577-9703 outside of Florida.
Englewood Bank & Trust Accepting Donations for Englewood Rotary, Food 4 Troops Campaign
May 3, 2012 – Englewood, FL
Lane Diedrick, President of Englewood Bank & Trust, announced that the bank is making a collection of food, snack items, and toiletries to benefit U.S. Soldiers overseas. The collected items will be delivered to the Englewood Rotary who will be box and send the items to U.S. Servicemen. Food items that may be donated include: Beef Jerky/Slim Jims, Coffee (ground or instant), Instant Drink mixes (Gatorade, Kool-Aid, Crystal Light), Pumpkin seeds, tuna (in foil pouches), protein powders/protein bars, granola bars, cereal bars, dry soup (ramen noodles/cup of soup), cheese & cracker packs, instant oatmeal packs. Toiletries being accepted are: baby wipes, body wash, liquid soap shampoo, deodorant, mouth wash, baby powder & foot powder (all travel size). The troops love to hear from all of us and mail brightens their days, letters will also be accepted to include in the care packages.
The month of May has been designated National Military Appreciation Month. Freedom and security that citizens of the United States enjoy today are direct results of the sacrifices and continued vigilance of our Armed Forces. “We felt this was the perfect time to enlist the help or our employees and customers to aid the Englewood Rotary in providing gift boxes for our troops” Diedrick commented. The collection effort will run the entire month of May and items will be accepted at each of our 4 locations in the Englewood-Cape Haze area.
Take Our Sons & Daughters to Work Day
April 27, 2012 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust, announced today that employees participated in the 20th Annual Bring Your Son or Daughter to Work Day, April 26, 2012.
Take Our Daughters And Sons To Work Day, has inspired a future generation of girls and boys by helping bring them into the workplace to explore the many life choices they have. The theme for the 2012 event "Build Opportunity: 20 Years of Education, Empowerment and Experience." Jennifer Kulick, Senior Teller of the Main Office was the coordinator of the event for the bank. “The kids had a great time seeing where mom and dad worked and just what their work day was like”, commented Kulick. “They also got to see the many aspects of banking and the varied jobs available to service financial customers”.
Englewood Bank & Trust announces Promotions at Boca Grande Office
April 20, 2012 – Boca Grande, FL Lane Diedrick, President of Englewood Bank & Trust, announced that Alison Henderson has been named Manager of the bank’s Boca Grande Office. Henderson has five years of banking experience with Englewood Bank & Trust and is a seven year resident of southwest Florida. During this time, she has held various positions and in so doing has developed a broad knowledge of all aspects of banking. That knowledge, coupled with her keen desire to service her customers’ needs, provide a sound base to service customers on Boca Grande.
“I am very excited about this new opportunity with the bank and look forward to continuing to service to area residents and business owners in my new capacity” commented Henderson. “I am also very proud to be a part of the Boca Grande team of banking professionals.
Holly King has been promoted to Senior Teller at the Boca Grande Office. King has 2 years banking experience with Englewood Bank & Trust and accepts these new responsibilities after serving our Main Office customers. Her keen desire to service her customers’ needs will provide a sound base to serving the customers on Boca Grande.
“I am very excited about this new opportunity with the bank and it is a pleasure to join the Boca Grande team of banking professionals.” commented King. Ms. King will graduate from Southwest Florida Community College with an Associate’s Degree in Business Management this spring.
ENGLEWOOD BANK & TRUST OFFERS FREE SEMINAR ON FLORIDA'S REVISED POWER OF ATTORNEY LAWS
February 23, 2012 Englewood, FL Lane Diedrick, President of Englewood Bank & Trust announced that William (Bill) Hughes, Vice President, Trust & Investment Management Services, will host a free seminar on Florida’s revised Power of Attorney laws on Wednesday, February 29th, 1:30 p.m., at the bank’s Conference Center, 2828 S. McCall Road, Tiffany Square, Englewood, FL. Christine Hause, representing Englewood Bank & Trust will be leading the presentation along with Attorney Dorothy Korszen who will be on hand to answer legal questions.
Although free and open to the public, seating is limited and reservations are required. Reservations may be made at any Englewood Bank & Trust office or by calling Bill Hughes at (941) 662-1177. Complimentary refreshments will be served.
Significant changes in Florida’s Powers of Attorney Act took effect on Oct. 1, 2011. The changes affect all individuals who plan to create or update a Power of Attorney, as well as corporate trustees, banks and financial institutions, and attorneys.
“The goal of the changes was to make Florida’s power of attorney law conform to the Uniform Power of Attorney Act in order to bring consistency among the states,” explained Hause. “Power of Attorney is a vitally important document that allows an individual’s agent to act on his or her behalf with regard to assets and items in the individual’s name. While the document does not control trust assets, it may impact estate plans.”
INFORMATION SECURITY OFFICER EARNS CERTIFICATION
Englewood, Fla., Jan. 25, 2012 —Margo Leiter of Englewood Bank & Trust has been designated a Certified Information Security Manager (CISM) by ISACA, an international security management association. Leiter has been the Information Security Officer at Englewood Bank & Trust for the past four years, and she fills a similar position at three other financial institutions under the Crews Banking Corp. umbrella: Charlotte State Bank & Trust, First State Bank in Arcadia, and Wauchula State Bank.
“I work with bank management to ensure that we have the proper technical, physical and administrative controls to protect customer information,” Leiter said.
“We are proud of Margo for achieving CISM certification,” said Englewood Bank & Trust President Lane Diedrick. “She is an invaluable asset in helping maintain the bank’s integrity and ensuring our customers that their personal information will not be compromised.”
In addition to her in-house duties, Leiter frequently addresses security concerns in variety of public forums. She has made presentations at schools and business events and spoken before community groups on identity theft, credit and internet security, cyber awareness and other related topics.
The CISM certification program is designed for experienced information security managers. In order to obtain certification, Leiter had to pass the CISM examination, adhere to ISACA’s Code of Professional Ethics and agree to comply with a continuing professional education policy. She also had to demonstrate five years of work experience in the field of information security, with at least three years in the role of information security manager
Leiter has 31 years of banking experience, beginning as a teller and moving up to become an assistant head teller, internal auditor, Internal Security Officer, and now Certified Information Security Manager. She has lived in Arcadia for more than 35 years, having moved south from Michigan. She and her husband have two grown children and a granddaughter.
The ISACA, which began as the Information Systems Audit and Control Association and now goes solely by the acronym, is a leading global provider of knowledge, certifications, community, advocacy and education on information systems assurance and security, enterprise governance and management of IT, and IT-related risk and compliance. With 95,000 constituents in 160 countries, the ISACA has awarded CISM designation to more than 16,800 professionals since it was established in 2002.
LARRY MCLAREN NAMED SENIOR COMMERCIAL LENDER AT ENGLEWOOD BANK
October 4, 2011 Englewood, FL Lane Diedrick, President of Englewood Bank, announced that M. W. “Larry” McLaren, IV, has been named Vice President and Senior Commercial Lender. McLaren began his banking career with Englewood Bank in 2002. He worked as Assistant Vice President and Commercial Lender with the bank through 2004.
“We are very excited that Larry has rejoined the Englewood Bank family,” commented Diedrick. “During the time that he was away from the bank, Larry gained a vast amount of experience in developing new commercial client relationships, underwriting, and servicing customers’ needs.”
McLaren was most recently Vice President and Commercial Relationship Manager at Superior Bank in Bradenton, where he managed a $70 million portfolio. Prior to that, he was Vice President and Commercial Lender at The Bank of Venice/TIB Bank and at First National Bank & Trust in Sarasota.
A graduate of the University of South Florida with a BA in Finance, McLaren has completed the American Bankers Association’s Stonier Graduate School of Banking at the University of Pennsylvania. He has been active in and held leadership positions in Venice MainStreet, Inc., the Sertoma Club of Venice and the Venice Area Young Professionals.
WILLIAM HUGHES JOINS ENGLEWOOD BANK TRUST DIVISION
September 8, 2011 - ENGLEWOOD, FL - Lane Diedrick, president of Englewood Bank, and Michael Aloian, president of the bank’s Trust & Investment Management division, announced that William W. Hughes joined the bank’s Trust & Investment Management division as Vice President, Business Development Officer.
“I am very pleased to have a professional of Bill’s caliber join our Trust & Investment Management team at Englewood Bank,” commented Aloian. “He has an unusual combination of expertise in banking and investments that positions him to address every client’s unique needs. His engaging demeanor and thorough knowledge will make him a worthy ally in helping clients achieve their financial goals.”
Hughes has extensive financial experience, both in personal banking and investment consultation. Most recently, he owned and operated W. Hughes Financial Services, LLC, specializing in retirement planning, diversification of portfolios and insurance needs. He has extensive, in-depth knowledge of investment products including equities, bonds, mutual funds, variable and fixed annuities, equity-indexed annuities and REITs, as well as life and long-term-care insurance.
Bill’s responsibilities will be to consult with those who wish to have an objective review of their wills, trusts and investments. In these reviews Bill can help to discern the best course of action to meet present investment objectives as well as the transfer of generational wealth.
A graduate of Bryant College, Hughes holds his Series 7, 63 and 24 licenses as well as the State of Florida Licenses for Life, Health and Long Term Care including variable annuities.
ENGLEWOOD BANK ENCOURAGES CUSTOMERS TO CREATE A BUDGET
July 27, 2011 - ENGLEWOOD, FL – In these tough economic times, it is more important than ever for families to develop a budget and stick to it. Rainy-day funds, savings for college, or just making your rent payment can all be made easier with a budget. Englewood Bank supports its customer’s efforts to budget and save by offering expert guidance.
“A financial goal can be very motivating,” said Lane Diedrick, President , “Whether you are saving for a family vacation, a down payment for a house or a new pair of shoes, if you stick to a plan, you’re likely to achieve your goal.”
Putting together a household budget requires time and effort. Englewood Bank offers the following steps to create a budget:
• Be a Spending Sleuth. Track every penny you spend for a month. Keep receipts and write everything down. This will be an eye-opening experience and will help you see where you can cut back.
• Count Your Money. Determine the total amount of money coming in. Include only your take home pay (your salary minus taxes and deductions). Your income may also include tips, child support, investment income, etc.
• Itemize, Categorize, Organize. Review the records and receipts you’ve been collecting over the last month. Categorize your spending using a budget sheet like the one offered by the American Bankers Association Education Foundation.
• He Shoots, He Scores. Set a realistic financial goal and develop your budget to achieve that goal. Subtract your monthly expenses from your monthly income. Find ways to cut spending and set limits on things like entertainment expenses.
• Save, Save, Save. Make one of your financial goals to save a certain dollar amount each month. Start an emergency fund if you don’t already have one. You never know when you may need it.
• Stick to it. Keep track of your spending every month. Update your budget as expenses or incomes change. Once you achieve your financial goal, set another.
ENGLEWOOD BANK RECEIVES CERTIFICATE OF RECOGNITION FOR CONTRIBUTIONS TO COMMUNITY
March 2, 2011– Englewood Bank was nationally recognized for its contributions to the community at the American Bankers Association National Conference for Community Bankers Awardees on February 23, 2011 in San Diego, CA.
Englewood Bank was awarded a Certificate of Recognition for employees many hours volunteering for various non-profit organizations within the Englewood community. The award was given to the entire Englewood Bank team for the positive impact the program has had on the community. They received this honor also in 2009 and 2010 along with the President’s Call to Service Award.
“Englewood Bank is honored to receive recognition for our commitment, passion and leadership in Englewood throughout the year,” commented Lane Diedrick, bank president, Englewood Bank, “our employees have distinguished themselves for their longstanding commitment of giving back to this community.”
Through the ABA Community Bank Award Program, ABA honors institutions that have taken an innovative, creative and effective approach to making a difference in their communities.
Englewood Bank of Englewood, Florida has been based on Lemon Bay in beautiful southwest Florida since 1988, as a locally managed, community bank. Its goal has been to provide area residents with highly personalized banking products and services while maintaining a commitment to its hometown. Through this strong commitment, and its appreciation for the area’s traditions, the bank has devoted its resources to the varied needs of the community. Englewood Bank has a staff of 48 employees servicing 4 locations in the Englewood area and has been recognized as the best bank with the friendliest staff in the Englewood community annually for the past 14 years. The bank’s image in the community is not just based on the service it provides to its customers but also on the involvement of bank personnel in the community. Diedrick commented that, “The many hours our employees give of themselves to those in need, adds up to an unbelievably positive impact on the community in which we live and work. The rewards of their unselfish giving have not only touched those they served but along the way they received the reward of self satisfaction and knowing each one of us has the power to make a positive influence in the world we live. “
WATTS NAMED BRANCH MANAGER
January 3, 2011 Englewood, FL Lane Diedrick, President of Englewood Bank, announced that Kristina Watts has been promoted to Branch Manager, Retail Banking Officer for the bank’s main office at 1111 S. McCall Road, Englewood.
“Kristina has the rapport with customers as well as the knowledge of our products and services to make her a perfect manager,” commented Diedrick. “Her attention to detail exemplifies the level of service we are committed to providing our customers.”
Watts joined Englewood Bank in 2005, bringing 17 years of general merchandising, service management and training experience from her home state of Vermont. She is in the process of earning her American Institute of Banking General Banking degree.
Watts is a very active member of the Englewood-Cape Haze Area Chamber of Commerce; currently she is Co-Chairperson of the Leadership Englewood program and is actively participating in the membership committee that is responsible for business card exchanges and network-at-noon events.
“I am very excited about this new opportunity at the bank and look forward to serving the Englewood-Cape Haze area in my new capacity,” Watts said. “At Englewood Bank, we are proud to offer our customers individualized service with our special ‘hometown touch.’”
ENGLEWOOD BANK PROMOTES WEBER
January 3, 2011 Englewood, FL Lane Diedrick, President of Englewood Bank, announced the promotion of Tamra Weber as Assistant Branch Manager at the bank’s main office at 1111 S. McCall Road, Englewood.
“Tamra has the experience and knowledge combined with a desire to serve our customers that make her an excellent addition to our management team,” commented Diedrick.
Weber joined Englewood Bank in 2006 and has been serving customers at the bank’s main office since then. She has been in the financial industry for over 18 years and brings strong leadership and interpersonal skills to her new position.
Additionally, Weber is very active in the Placida Rotary and is the 2011 incoming president for the organization.
Englewood Bank was established in 1988 and provides financial services for area residents from four offices in Englewood, Placida, Boca Grande, and Gulf Cove.