Erik Carter Email and Phone Number
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Consultative Sales & Account Management Professional: Web & Hardware Based Product SolutionsUnique background combining finance with expertise in pricing analysis and a value added approach to the sales process. Focuses on building strong partnerships while ensuring efficient client issue resolution by providing innovative web and hardware based solutions. A trusted advisor with an emphasis on fostering client loyalty. Broad experience across small and large companies. Skill CompetenciesDelivers Strong Verbal PresentationsCoordinates diverse resources across multiple business unitsSpreadsheet Subject Matter Expert (SME)Technology issues resolutionSpecialties: -Coordinates diverse resources across multiple business units-Spreadsheet Subject Matter Expert (SME)-Delivers Strong Verbal Presentations-Technical Issue Resolution
Columbia Bank
View- Website:
- umpquabank.com
- Employees:
- 4643
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Columbia BankSeattle, Wa, Us -
Vp, Deposit & Treasury OfficerSeattle Bank Jan 2021 - PresentSeattle, Wa, Us -
Vice President, Treasury Relationship ManagerUnion Bank Sep 2016 - Nov 2020San Francisco, Ca, Us -
Vice President, Treasury Sales AssociateUnion Bank Dec 2015 - Sep 2016San Francisco, Ca, Us -
Cash Management Sales OfficerHomestreet Bank Nov 2011 - Dec 2015Seattle, Wa, Us -
Global Treasury Sales ConsultantUnion Bank 2010 - Jul 2011San Francisco, Ca, UsManaged aggressive timelines under two separate merger efforts. Quick adoption of new platform and procedures allowed important contributions ensuring a smooth transition for effected clients. •Successfully converted 70 business clients to new platform with highest retention rate on the team•Supported merger of Japanese National BTMU clients to Union Bank platform•Improved clarity and efficiency of product implementation through coordinated development of SLA’s and timeline templates for sales team -
Cash Management OfficerFrontier Bank 2006 - 2010UsProduced and presented in person relationship reviews for clients and well as cross sold Cash Management Services. Supported all bank regions in cash management sale efforts. Excelled in a team calling environment and developed deeper client loyalties. •Increased sales by responding to RFP’s, new business requests, and cross sell opportunities•Preformed pricing analysis and product comparisons with a value added approach to clients business needs•Managed clients expectations through superior product knowledge ensuring a smoother sales process and increased client satisfaction -
Client Services, Cash ManagementFrontier Bank 2005 - 2006UsAs a new position to the bank I developed procedures to help support a major product release. This included creating relevant documentation and agreements, as well as, internal checklists, and the implementation of an issue tracking system for the department. Once live, responsibilities included issue resolution and recording of client issues. •Preformed in person hardware installation and phone based training for clients•Coordinated resolutions across multiple departments on behalf of clients•Increased accountability through implementation of issue tracking system -
InterviewerApplied Research Northwest 2002 - 2005
Erik Carter Skills
Erik Carter Education Details
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Western Washington UniversityMajor In Economics -
Western Washington University, Huxley College Of The EnvironmentMinor Environmental Studies
Frequently Asked Questions about Erik Carter
What company does Erik Carter work for?
Erik Carter works for Columbia Bank
What is Erik Carter's role at the current company?
Erik Carter's current role is VP, Deposit & Treasury Officer at Seattle Bank.
What is Erik Carter's email address?
Erik Carter's email address is er****@****ail.com
What is Erik Carter's direct phone number?
Erik Carter's direct phone number is +121278*****
What schools did Erik Carter attend?
Erik Carter attended Western Washington University, Western Washington University, Huxley College Of The Environment.
What skills is Erik Carter known for?
Erik Carter has skills like Cash Management, Banking, Commercial Banking, Treasury Management, Financial Analysis, Risk Management, Portfolio Management, Ach, Customer Service, Remote Deposit Capture, Sales, Business Development.
Who are Erik Carter's colleagues?
Erik Carter's colleagues are Sydney Coy, Hailey Owens, Gary Grant, Vikki Walker, Brian Stella, Sarah Mcclanahan, Shrm-Scp, Kingsley Lee.
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