Erica Anderson
Fayetteville,NC
Summary
Results-driven communications and financial operations professional with 8 years of experience in crafting internal messaging, training materials, and process documentation that align with organizational goals. Expertise in simplifying complex policies and operational updates for clients, employees, leadership, and cross-functional teams, enhancing information flow and fostering engagement during organizational change.
Overview
9
9
years of professional experience
Work History
Financial Assistant
Brightside Benefits
03.2022 - Current
- Translate complex financial policies, eligibility guidelines, and operational procedures into clear written and verbal guidance for internal teams and stakeholders using information obtained from client engagement via Salesforce data.
- Translate complex financial policies, eligibility guidelines, and operational procedures into clear written and verbal guidance for internal teams and stakeholders using information obtained from client engagement from Salesforce data.
- Draft internal documentation, process updates, and reference materials to support policy changes and workflow improvements.
- Partner with leadership and cross-functional teams to ensure consistent communication of procedural updates and compliance requirements.
- Maintain detailed records and written summaries to ensure transparency, clarity, and accuracy across internal workflows to continue supporting of over 500+ clients.
- Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions with tracking information on Tableau.
Branch Manager III
Carter Bank & Trust
01.2019 - 02.2022
- Communicated financial products, account policies, and regulatory requirements to clients, enhancing their understanding and compliance.
- Provided guidance on banking procedures and documentation requirements while ensuring compliance with institutional and regulatory standards.
- Assisted customers in resolving account inquiries and issues through professional and solution-focused communication using tools like Fiserv.
- Maintained accurate documentation of client interactions and transactions, ensuring operational transparency and supporting service continuity.
- Collaborated with team members and leadership, aligning messaging on financial services and account policies to improve client experience.
Branch Banker III
BB&T (now known as Truist Financial)
05.2017 - 12.2018
- Functioned as a frontline communicator for financial services, providing explanations of banking policies, procedures, and account options to clients.
- Resolved account questions and supported customer financial needs through clear and professional communication.
- Ensured compliance with banking regulations by accurately interpreting and communicating procedural requirements.
- Documented client interactions and operational activities to maintain accuracy and accountability.
- Enhanced customer experience by effectively communicating and building relationships.
Education
Bachelor of Arts - Communications And Media Studies
Fayetteville State University
Fayetteville, NC05.2015
Skills
- Customer service
- Project Coordination
- Bank reconciliation
- Project finance management
- Relationship building
- Cross-Functional Collaboration
- Client Relationship Management
- Strategic Communication
- Clear Verbal & Written Communication
- Policy Training
Timeline
Financial Assistant
Brightside Benefits
03.2022 - Current
Branch Manager III
Carter Bank & Trust
01.2019 - 02.2022
Branch Banker III
BB&T (now known as Truist Financial)
05.2017 - 12.2018
Bachelor of Arts - Communications And Media Studies
Fayetteville State University