Ericka B Email & Phone Number

El Monte, Ca

El Monte, Ca

Responsible for consulting with clients, implementing and servicing complex Treasury Management products and services. Acts as a single point of contact for assigned clients throughout the customer life cycle. Independently identifying and resolving client issues; utilizing experience/knowledge of bank transmissions and electronic payment channels to address complex technical issues for the client. Acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet client needs; collecting and analyzing client information and trends to recommend products or services that best meet client needs; visiting clients on-site to deliver Service Reviews and offer opportunities for improvement; providing leadership and guidance to less experienced team members; establishing timelines and tracking ongoing projects to meet established deadlines; providing quality review of complex implementations. May participate with product team to define, document and recommend new products

Act as the primary liaison between customer and bank Implementing and servicing complex Treasury products.Responsible for supporting internal and external customers by providing moderately complex-to-complex support services in account managementProvide client training on new and existing products

Downtown Los Angeles

Act as the primary liaison between customer and bank Assist client with all questions, solving problems and escalating issues.Responsible for supporting internal and external customers by providing moderately complex-to-complex support services in account managementMonitoring a portfolio of high value clients Responsible for identifying, analyzing and servicing cash management productsService and establish business customers Assess customers’ needs and recommend effective strategiesTravel for face to face client visits.Assist management with team reports, special projects and process changes

Greater Los Angeles Area

Act as the primary liaison between customer and bank. Assist client with all questions and solving situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction. Sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers business. Process client applications for car loan, personal loan, credit card and equity loans.

Greater Los Angeles Area

Responsible for assisting clients with processing deposits, withdrawals, loan payments, cashier checks, bonds, and foreign currency. Balancing my transactions and cash drawer.