Erwin Concepcion Email & Phone Number

Benicia, California, United States

• Complete departmental functions such as opening and closing branch procedures, branch balancing and audits
• Proactively offering products and services to clients such as business/consumer deposit accounts, small business loans, cash management services, and online digital solutions to achieve their financial goals
• Assist members with help desk related questions and navigation regarding digital banking services

Benicia, California, United States

• Proactively initiates financial conversations to uncover member/non-member financial needs and recommend services that can help achieve their financial goals
• Delivers a delightful member experience that sets the credit union apart from other financial institutions through value-added membership benefits
• Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high-performing team
• Maintains knowledge about new account membership eligibility requirements and services for all new and existing accounts including IRAs, Trusts, and Business Accounts
• Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries. Provides accurate, prompt, efficient, and courteous cash, and non-cash transactions

Greater New York City Area

• Responded and managed all inquiries in a timely, and professional manner ensuring accuracy of information
• Inputted sales orders and a variety of customer requests
• Received and acknowledged all web inquiries and processed orders
• Resolved sales order issues, and provided order changes/status updates
• Provided vendor info guidelines and order requirements to sales representatives in regards to customer orders
• Maintained communication between vendors and sales representatives

San Francisco Bay Area

• Strategized successful collection efforts within a call blended (inbound/outbound) environment while adhering to standards with superior professionalism and confidence throughout every call
• Ranked consistently within the top ten of ranking agents, and have reached top agent numerous times
• Documented and serviced all collection efforts for each assigned loan in agreement with established procedures and compliance policies
• Handled escalated calls and developed a resolution for customer issues; while providing appropriate servicing
• Professionally negotiated and implemented payment plans with borrowers to resolve delinquency
• Corresponded professionally and consistently with management and peers on statuses of loans, and escalations in accordance with established principles and changing guidelines

San Francisco Bay Area

• Helped manage Thud Rumble’s online assets (e.g. ThudRumble.com, Facebook, Twitter, etc.)
• Development, marketing, and assembly of various DJ products
• Assisted and coordinate with Thud Rumble’s local events and retail shop
• Maintained outgoing and incoming inventory shipments

San Francisco Bay Area

• Executed financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
• Solicited new accounts and cross sales products
• Intensified efforts in the branch to identify and implement a positive overall client experience
• Deepened client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and sales promotions
• Promoted and maintain positive relations with all contacts, customers and potential customers
• Resolved account service issues and respond to client inquiries promptly and effectively

Monterey Peninsula

• Handled a variety of tasks including providing excellent customer service in all customer interactions, helping to resolve customer concerns, and following procedures to minimize errors and reduce fraud
• Processed account transactions effectively as well as advising benefits our customers may receive when meeting with a banker, when appropriate
• Performed under limited supervision
• Assisted workflow to ensure tellers are successful, consistently balance their cash daily, have great rapport with people, and enjoyed helping others while maintaining ethics, integrity, and embracing diversity

Monterey Peninsula

• Responsible for playing music on air
• Assisted Program Director in selecting music to be played on air
• Assisted radio personalities
• Made appearances at remote locations to help promote radio station

Associate Of Science - As, General Studies

Associate Of Arts - Aa, General Studies

Activities and Societies: Brazilian Jiu-Jitsu

High School Diploma

Activities and Societies: Varsity Track, Junior Varsity Baseball, Lunch Time Turntablist