Eric Beckner Email & Phone Number

Charlotte Metro

-Provide sales support, pipeline accuracy, call preparation, ordering Financial Insights, onboarding deposit accounts, Treasury onboarding, following up with clients and prospects making sure that CRM data is current and accurate. Provide additional sales support scheduling appointments, creating prospect lists, providing calendar assistance, handing Loan Documents and Attorney Fees.-Support the sales process and portfolio growth through referrals using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with RM and Integrated Relationship Management -Support banker team by pulling necessary reports or data, participating in meetings, follow up as needed and clearly communicating within the team. Service Support -Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.-Assist in servicing of Commercial loans, deposits and fee services such as Treasury, Merchant Loan Servicing, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance.-Assist RM with portfolio management ensuring accurate client assignment and account data.Loan Support -Assist Relationship Managers with loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist in staying in compliance with regulations, such as Reg B, BSA/AML, etc. Collect client information and follow up. Conduct general research and clear loan documentation exceptions.-Assist in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

Charlotte, North Carolina, United States

• Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact.• Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services).• Serve as contact for client problem resolution regarding deposit, credit, and other products and services.• Employ Truist supported service processes to ensure high-level of client service by performing client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, transfer, processing check orders). • Continue to grow in role and support team sales efforts by attending weekly sales, service, and product knowledge meetings.• Adhere to internal controls, operational procedures and risk management policies.• Responsible for attending applicable training classes and completing computer-based training.• Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary• Proficient in Sprint. With a focus on keying auto, personal, and HELOC loans.

Ballantyne, North Carolina

• Seek out new clients and develop clientele by networking to find new customers and generate referrals and compile lists of prospective clients.• Sell various types of insurance policies to businesses and individuals, including automobile, fire, life, property and or specialized policies such as -marine, farm/crop, and medical malpractice.• Calculate premiums, and establish the correct amount of coverage for each clients individual needs. • Call on policyholders to deliver and explain policy, analyze their insurance policy and suggest additions or changes, based on life changes.• Confer with clients to obtain and provide information when claims are made on a policy.• Customize insurance programs to suit individual customers, often covering a variety of risks.• Develop strategic marketing strategies • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.• Explain features, advantages and disadvantages of various policies • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.• Perform administrative tasks, such as maintaining records and handling policy renewals.• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Charlotte, North Carolina

Business Development Manager • Build and maintain relationships with clients and prospective clients• Focus on maximizing sales and profitability through a variety of platforms including Eleads CRM, Automotive Mastermind, Fair, and Campaigns • Collect, analyze, and interpret data metrics through bi-weekly, monthly, and yearly reports for three regional dealerships • Keep up to date records on all appointments, sales, and dealer trades metrics • Track inbound and outbound call volume and review calls for training purposes• Establish best practices with the General Manager and Sales Managers to create and maintain a process driven work environment• Train, assist and support Sales Managers, Sales personnel, and BDC representatives• Work closely with CDK (Dealer Management System and Marketing Analytics Tool) and Marketing regarding the sales component of current campaigns

6337 Morrison Blvd, Charlotte, Nc 28211

• Assisted with the facilitation/management of operational aspects of all major events (Dr Pepper ACC Championship, Belk Bowl, Belk Kickoff Game) run by the CSF• Maintained and created relationships with sponsors, vendors, partners, affiliated organizations, co-captains, and the Board of Directors in order to obtain financial and operational support for the CSF• Developed sales proposals alongside the CSF sales team • Participated and managed CSF events, including preparation and on-site operations and administration, logistics, participant services, registration, volunteer management, and hospitality• Helped with administrative duties including budgets for events, event recaps, vendor orders, securing price quotes, and meeting planning• Assisted with sponsorship fulfillment in relation to sponsor events and communication during the Belk Bowl week of events• Created databases with records, standings, and bowl projections for the ACC and SEC throughout the college football season to help with team selections for the Belk Bowl

Charlotte, North Carolina Area

• Provide outstanding customer service through handling specific orders and requests• Build relationships through interactions with customers, management and colleagues• Experienced, flexible, and willing to work in all departments (Team Sports, Footwear, Biking, Golf and Tennis)• Assist customers in tailoring equipment to their specific needs• Examples Include: Golf Club Fitting, Molding, Tennis Racquet Stringing, Gripping, etc. • Expand product knowledge through 3point5, an incentive based retail product training system

301 S Brevard St Charlotte Nc

• Communicate with Corporation’s, Agencies and Civic/Community Organizations to organize community conversations • Serve on the Community Conversation Committee• Conduct bi-weekly meetings:• Discuss themes for the Annual Report • Debrief on previous conversations, discussed upcoming conversation, and potential prospects• Each conversation consisted of a Facilitator, Note Taker, and Listener.• Fully trained and perform each of these roles throughout the conversations.• Use "kitchen table" discussions to address issues community members seek to change in the community• Conducted over 100 conversations throughout the community• Track demographics from each conversation through anonymous surveys to mirror the demographics of the five surrounding counties• Use Microsoft Outlook for calendar planning and email in order to coordinate with co-workers to schedule roles for the community conversations • Worked flexible hours to accommodate for conversations held after business hours.

3335 Siskey Pkwy, Matthews, Nc 28105

• Efficiently dealt with a high volume of demanding customers and operated at any position within the line of business• Reinforced the value of customer service through providing exceptional assistance to customers• Responsible for training new employees

Louisville, Kentucky

• Maintained the top sales associate position in terms of warranty based add-ons for electronic devices • Focused on providing excellent knowledge of office supplies and electronics for consumers• Stayed informed on the newest technology information• Managed and verified the cash register for accuracy

Bachelor’S Degree

Activities and Societies: Intramural EnthusiastsMinor in American Studies

Bachelor Of Arts (B.A.)

Activities and Societies: Soccer Team