Erika Collins
Aurora
Summary
Seasoned bilingual banking professional with over 20 years of experience in the financial services industry. Expertise in business development, investments, and comprehensive banking operations, including retail, commercial, and small business banking. Proven ability to cultivate strong client relationships, drive revenue growth, and deliver exceptional customer service.
Overview
19
19
years of professional experience
Work History
Financial Relationship Banker
Huntington National Bank
11.2023 - Current
- Provide excellent customer service and effectively resolving customer issues.
- Proactively identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
- Sole banker in the region with expertise in business banking and lending.
- Assist business clients with revenues up to $1M.
- Skilled in underwriting, submitting, and processing business loan applications.
- Proficient in account opening and portfolio management.
Small Business Banker
UMB Bank
09.2021 - 10.2023
- Assisted clients with annual revenues under $1MM.
- Performed portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities.
- Completed sales plans and goals on a weekly basis to develop new prospects.
- Processed complete application packages efficiently, including screening packages against product
guidelines and required documents, entering and processing loans, lines and credit cards into the
system, gathering all required documents, and closing out applications within targeted timeframes. - Maintained information in a CRM system consistently.
- Provided support to 18 branches, virtually, in the KS, MO Area markets, as well as some sectors in
Colorado. - Worked with borrowing clients to procure updated financial information on ongoing basis.
Branch Managaer
Academy Bank
08.2018 - 06.2019
- Responsible for management and coaching of the sales, service and operational activities of the
bank and personnel. - Maintains an exceptional level of customer service while maximizing existing memberships inside
and outside the assigned portfolio. - Monitoring and maintaining profits and losses for the Banking Center by building and retaining relationships with all members.
- Ensuring all aspects of the bank's operations follow all applicable State and Federal laws,
regulations and bank policies and procedures.
Branch Manager
Bank of the West
01.2017 - 03.2018
- Responsible for management and coaching of the sales, service and operational activities of
banking center personnel. - Maintains an exceptional level of customer service while maximizing sales in deposits, loans,
insurance and investment product sales inside and outside the assigned portfolio. - Monitoring and maintaining profits and losses for the banking center by building and retaining relationships with all customers.
- Ensuring all aspects of bank operations are following all applicable state and Federal laws, regulations and bank policies and procedures.
Branch Retail Executive and Licensed Senior FSA
BBVA Compass Bank
08.2011 - 06.2016
- Help customers with their short, mid and long term financial needs by providing expert financial advice on various financial topics.
- Increase household acquisition, growth and retention above company's goals by implementing a customer focus strategy, getting partners involved, when prudent, to provide an all-inclusive banking experience, from an old 401k rollover or credit questions, to starting or help with the growth of an existing business.
- Only branch in CO authorized to offer the Foreign National Program, active volunteer of The Denver Chapter Program which has allowed me to uncover business sales opportunities while representing the company and getting actively involved in the community.
- As a Branch Manger or BRE my duties were: Responsible for management and coaching of the sales, service and operational activities of banking center personnel.
- Maintains an exceptional level of customer service while maximizing sales in deposits, loans, insurance and investment product sales inside and outside the assigned portfolio.
- Monitoring and maintaining profits and losses for the banking center by building and retaining relationships with all customers.
- Ensuring all aspects of bank operations follow all applicable state and Federal laws, regulations and bank policies and procedures.
Licensed Bilingual Personal Banker
Chase Bank
06.2009 - 08.2011
- Helped customers with their short, mid and long term financial needs, from how to establish credit and buying a home, to starting a business, register with the Secretary of State prepare for future lending needs as the business grows.
- My branch became a Spanish Designated branch and that allowed for us to receive more resources to help grow the client base.
- Increase household acquisition, growth and retention above company's goals by implementing a customer focus strategy, getting partners involved, when prudent, to provide an all-inclusive banking experience, from an old 401k rollover or credit questions, to starting or help with the growth of an existing business.
Personal Banker
Wells Fargo & Company
04.2006 - 05.2009
- Balanced daily cash deposits and bank vault inventory with zero error rate.
- Opened new customer accounts, researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Managed opening and closing times for the main branch.
- Processed sales referrals and promoted bank services and products.
Education
Business Administration
University of Phoenix
Tempe, AZHigh School Diploma -
Thunderbird High School
Glendale, AZ01-2000
Skills
- Portfolio Management
- Business and Consumer Credit policies and procedures
- Consumer and Business Product knowledge
- Business Development
- Staff management and training
- Community relations
- CRM,HOGAN and Sales Force
Timeline
Financial Relationship Banker
Huntington National Bank
11.2023 - Current
Small Business Banker
UMB Bank
09.2021 - 10.2023
Branch Managaer
Academy Bank
08.2018 - 06.2019
Branch Manager
Bank of the West
01.2017 - 03.2018
Branch Retail Executive and Licensed Senior FSA
BBVA Compass Bank
08.2011 - 06.2016
Licensed Bilingual Personal Banker
Chase Bank
06.2009 - 08.2011
Personal Banker
Wells Fargo & Company
04.2006 - 05.2009
Business Administration
University of Phoenix
High School Diploma -
Thunderbird High School
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