ERICA BAKKE
Gainesville,FL
Summary
Highly motivated and experienced business professional with a strong background in banking. With over 10 years in the industry, consistently provided high-level support to clients, ensuring their needs are met and exceeded. Skilled in managing employees, delegating tasks, and driving sales, with a proven ability to handle confidential documents and audits with precision. Exceptional communication and interpersonal skills enable effective interaction with both business professionals and clients. Consistently delivers results and contributes to the overall success of the organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Barwick Banking Company
Universal Banker
Jonesville, FL
11.2024 - Current
- Delivered comprehensive financial services to individual and business clients, including account opening, deposits, withdrawals, and loan servicing.
- Conducted thorough needs assessments to provide tailored banking solutions such as checking and savings accounts, credit cards, personal loans, and mortgages.
- Ensured compliance with regulatory requirements and internal policies during all client transactions.
- Managed customer inquiries and resolved account issues, providing exceptional service in person, via phone, and through digital channels.
- Promoted and cross-sold bank products and services to meet client needs and achieve branch sales targets.
- Maintained and updated customer information accurately in bank systems, ensuring data integrity and confidentiality.
- Assisted in branch operations, including cash handling, vault management, and balancing daily transactions.
Administrative Assistant/Executive Assistant
Viking Companies
Gainesville, FL
12.2023 - 11.2024
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Handle office supplies and inventory management.
- Process and distribute incoming and outgoing mail and packages.
- Support project teams by preparing and organizing project-related documents and materials.
- Assist in coordinating travel arrangements, reservations, luncheons and accommodations for staff, clients, and visitors.
- Work closely with a developer and investors with upcoming projects.
- Assist with Viking Property Management tasks assisting tenants with contracts, sending out welcome packets, place work orders, maintaining COI insurance for local businesses who are leasing.
- Facilitate Viking Property Management weekly meeting and update Meeting Minutes.
Member Sevice Representative
Florida Credit Union
Gainesville, FL
08.2023 - 12.2023
- Assist members with loan applications and inquiries in a timely and professional manner.
- Guide members through the loan process, providing clear explanations and answering any questions or concerns.
- Review loan applications for completeness and accuracy, ensuring all necessary documentation is provided.
- Perform credit checks and verify employment and income information.
- Adhere to regulatory requirements and compliance standards.
- Maintain member confidentiality and data security.
- Collaborate with other team members to meet department goals and objectives.
Member Service Advisor/Assistant Manager
Radiant Credit Union
Gainesville, FL
08.2020 - 08.2023
- Develop and implement strategies to improve member satisfaction and maintain strong client relationships.
- Act as the first point of contact for escalated member inquiries and complaints, ensuring timely and satisfactory resolution.
- Conduct regular performance evaluations and provide coaching and guidance to team members to foster professional development.
- Collaborate with other departments to ensure seamless member experiences and efficient business operations.
- Stay up-to-date on the latest banking products, services, and industry regulations to provide accurate and relevant information to members.
- Identify opportunities for process improvements and recommend innovative solutions to enhance member service delivery.
- Managed three full-time employees.
- Performance cash audits on all tellers and cash machines such as ATM, Vault, tellers and TCRs.
- Maintained cash ordering for branch.
- Opened all accounts such as checking, savings, money market, IRAs, FUTMA, Power of Attorney, Estate and Trust accounts.
- Cross sold products such as loans, credit cards, CDs and merchant services.
Call Center Representative
Campus Credit Union
Jonesville, FL
08.2018 - 08.2020
- Greet and assist customers with their financial transactions, providing exceptional customer service at all times.
- Handle cash, checks, and other financial instruments accurately and efficiently.
- Process deposits, withdrawals, and loan payments, ensuring accuracy and adhering to banking regulations.
- Assist customers with account inquiries, providing information on products, services, and fees.
- Identify potential fraudulent activities and report suspicious transactions to the appropriate personnel.
- Balance cash drawers at the end of each shift, ensuring accuracy and completeness of transactions.
- Collaborate with team members to achieve branch sales goals and promote bank products and services.
Bank Teller
Capital City Bank
Gainesville, FL
07.2014 - 08.2018
- Handle cash, checks, and other financial instruments accurately and efficiently.
- Cross-selling products such as deposit accounts, credit cards, merchant services, ADP payroll processing, investment referrals.
- Processing ATM daily, maintaining and ordering cash shipment, maintaining a Head Teller cash drawer of $50k, check authority signing up to $100k.
- Making supervisory decisions based on limititations of the policies and procedures, assists in training new hire associates.
- Process deposits, withdrawals, and loan payments, ensuring accuracy and adhering to banking regulations.
- Assist customers with account inquiries, providing information on products, services, and fees.
- Identify potential fraudulent activities and report suspicious transactions to the appropriate personnel.
- Balance cash drawers at the end of each shift, ensuring accuracy and completeness of transactions.
- Collaborate with team members to achieve branch sales goals and promote bank products and services.
Education
Associate Of Arts And Sciences - Cardiovascular Technology
Santa Fe College
Gainesville, FLAssociate In Arts - Health Sciences
Santa Fe College
05.2020
High School Diploma -
Buchholz High School
Gainesville, FL06.2014
Skills
- Strong organizational and time-management skills
- Exceptional communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented and able to handle multiple tasks simultaneously
- Experience in managing budgets and handling financial documents
- Leadership skills with the ability to delegate tasks
Certification
- 63-Hr Florida Real Estate Certificate
- HIV/AIDS Healthcare training Certificate
- Florida Notary Public
References
- Michelle Fox, (352)665-8456, Family friend
- Lisa Lane, (352)213-1044, Previous Coworker
- Ronnie Grant, (813)802-2861, Previous Manager
- Gracie Schutrumpf, (804) 317-5546, Previous HR Intern
- Lagenia Washington, (352) 872-4268, Previous Coworker
- Bianca Williams, (352) 260-2523, Previous Coworker, Family Friend
Languages
English
Native or Bilingual
American Sign Language
Professional Working
Timeline
Barwick Banking Company
Universal Banker
11.2024 - Current
Administrative Assistant/Executive Assistant
Viking Companies
12.2023 - 11.2024
Member Sevice Representative
Florida Credit Union
08.2023 - 12.2023
Member Service Advisor/Assistant Manager
Radiant Credit Union
08.2020 - 08.2023
Call Center Representative
Campus Credit Union
08.2018 - 08.2020
Bank Teller
Capital City Bank
07.2014 - 08.2018
Associate In Arts - Health Sciences
Santa Fe College
High School Diploma -
Buchholz High School
Associate Of Arts And Sciences - Cardiovascular Technology
Santa Fe College