Erica H. Email & Phone Number

Omaha, Nebraska, Us

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Omaha, Nebraska, Us

• Produced over 3 million dollars in revenue through lending products that fit customer needs. • Provide sales leadership within assigned branches by developing customer relationships, participating in business development activities and acting as a sales resource for branch staff. • Assist the branch management team with sales development including outbound calling to existing and potential customers, coaching and guidance to employees regarding selling techniques, new products, implementing customer contact campaigns, and other business development activities.• Demonstrate referral leadership and consistently introduce customers to business banking, mortgage lending, investment planning, credit card, and other partner services to build customer relationships. • ERG member working on the newly founded Diversity and Inclusion start-up committee. Participate and contribute to meetings, events, activities and programs that foster inclusivity and belonging.

Chicago, Illinois, Us

• Oversee interactions at the service desk including opening and closing procedures, answering phones, point-of-sale transactions, check in guests/members for all scheduled appointments, and the provision of information pertaining to all scheduled activities and events including sign up and fees if applicable.• Knowledge of all opening and closing procedures, including balancing of drawers from daily sales, proper knowledge of credit card and check policies and use of cash drawer.• Work towards achieving established satisfaction metrics such as Secret Shops and Member Survey scores as it relates to member and guest satisfaction.

Chicago, Illinois, Us

• Conducted a thorough financial needs assessment for clients to recommend the most appropriate products and services to fulfill their immediate and future financial needs. • Generated leads to build and maintain long-term relationships by delivering superior customer service and achieving 100% on customer service evaluations.• Met or exceeded individual quarter goals that generated over $1M in savings, money market accounts, certificate of deposits, and over $260K in diverse loan products that included Home Equity Lines of Credit (HELOC), unsecured, and secured loans.

Chicago, Illinois, Us

• Assisted branch preparation for acquisition with National Bank and Trust• Conducted operations as a Branch Manager for two bank locations during a period of position turnover and managed 10 employees from April to November.• Mentored and motivated teller and banker teams to achieve and exceed their scorecard goals, resulting in the recognition of two individuals as bank wide top performers in 2016.• Ensured staff followed policy and procedures located in our training manuals.

Sycamore, Il, Us

• Took advanced Supervisor training for a promotion during the acquisition with First Midwest Bank.• Maintained professionalism and integrity in difficult situations with customers and provided guided solutions.• Provided exceptional customer service by demonstrating attentiveness, problem solving, and proficiency.• Trained employees on advanced teller functions and made decisions on overrides of large transactions and fraud alerts.

• Provided emotional and physical support for cancer survivors who participated in the LIVESTRONG program. • Recruited participants for the Diabetes Prevention Program through a variety of community events.• Assisted in the implementation of events & planning of lesson plans for the Coordinated Approach To Children’s Health after school program.

Mba

Bachelor'S Degree, Health Administration

Minor, Business Administration And Management, General

Associate Of Science (As)