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● Performed daily purchase orders and processed sales invoices

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