Summary
Overview
Work History
Education
Skills
Additional Information
References
Timeline
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Ericka Sawyer

Westlake,Oh

Summary

Highly skilled and Performance driven Dedicated Onboarding Specialist with 8 years of experience in improving clients satisfaction and successfully providing training as well as assistance with enrolling, funding and investing accounts. Knowledgeable in all aspects of exceeding the client and business expectations.

Overview

12
12
years of professional experience

Work History

Onboarding Specialist

Equity Trust Company
12.2019 - Current
  • Enhanced client engagement by implementing comprehensive onboarding programs.
  • Assisted efficient task workflows and checklists.
  • Reduced time-to-productivity for each client by answering questions and following up with a thorough email.
  • Improved retention rates by establishing strong relationships with clients during their onboarding period.
  • Evaluated effectiveness of onboarding strategies, continually updating approaches based on feedback and best practices.
  • Developed customized integration plans for key roles, ensuring smooth transitions and accelerated productivity ramp-up times.
  • Provided ongoing support throughout duration of each clients onboarding period, addressing any concerns or barriers that may inhibit performance or assimilation within company culture.
  • Implemented metrics to track success of onboarding efforts, allowing for ongoing evaluation and improvement in response to changing business needs or new clients feedback.
  • Helped new clients complete and submit required paperwork, SDIRA accounts, initiate direct deposits and upcoming investments.
  • Organized welcome packages and icebreakers to get new clients quickly up to speed with colleagues and company details.
  • Collaborated with managers to identify and address employee relations issues.
  • Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
  • Worked alongside global business leader to deploy new clients strategies.

Deck Agent

Federal Express
04.2016 - Current
  • Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
  • Negotiated favorable contract terms for clients, securing competitive rates and coverage options.
  • Drove revenue growth by consistently meeting or exceeding sales targets through strategic planning and execution.
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
  • Increased productivity, utilizing forklifts and other material handling equipment effectively.
  • Assisted in reducing operating costs by identifying opportunities for process improvement and waste reduction.
  • Managed inventory levels with precision, performing regular audits and adjusting as necessary.
  • Prevented product damage by carefully loading and unloading materials using appropriate equipment.
  • Delivered exceptional customer service by addressing inquiries related to stock availability or shipment status promptly.

Consumer Support Specialist

PNC Financial Services
07.2016 - 06.2019

Enhanced customer satisfaction by promptly addressing and resolving consumer inquiries and concerns.

  • Streamlined support processes for increased efficiency in handling customer requests and complaints.
  • Boosted customer retention rates with empathetic communication and effective problem-solving skills.
  • Collaborated with cross-functional teams to ensure timely resolution of consumer issues, improving overall service quality.
  • Managed high-volume inbound calls, maintaining professionalism and composure under pressure for exceptional customer support.
  • Developed comprehensive knowledge of company products and services to provide accurate information to customers.

Contributed to development of internal policies relating to consumer support procedures, enhancing overall effectiveness as team member.

  • Answered customer questions and anticipated and answered additional questions.

Collections Agent

National Enterprise Systems
01.2014 - 03.2016
  • Collections Assessed clients' financial situations to develop strategic financial planning solutions.
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
  • Resolved service, pricing and technical problems for customers by asking clear and specific questions.
  • Referred unresolved customer grievances to designated departments for further investigation.


  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Met or exceeded service and quality standards every review period.

Data Entry

Swagelok
08.2014 - 08.2015
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Maintained necessary level of communications between shifts.
  • Responsible for achieving production requirements.
  • Ensured that all health and safety guidelines were followed.
  • Made sure that products were produced on time and are of good quality.

Customer Service Rep

Walmart
10.2013 - 09.2014
  • Restocked inventory ever month and reviewed cash operation data to verify proper replenishment.
  • Bagged, boxed or gift-wrapped sold merchandise per customer's request.
  • Assisted customers with food selection, inquiries and order customization requests.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Provided ongoing guest service, including giving fashion advice.
  • Maintained cleanliness and presentation of stock room and production floor.
  • Directed calls to appropriate individuals and departments.
  • Monitored cash drawers in multiple checkout stations to ensure adequate cash supply.
  • Organized store merchandise racks by size, style and color to promote visually appealing environment.

Cashier

HorseShoe Casino
04.2012 - 10.2013
  • Resolved guest complaints quickly, effectively and tactfully.
  • Planned and directed off-property promotional events to attract guests to the casino.
  • Help provide house rules, such as game rules and betting limits, to patrons.
  • Provided travel and accommodations for numerous players.

Education

Associate of Arts - Business Management

Cuyahoga Community College
Cleveland, OH
06.2020

Skills

  • Conflict resolution
  • Powerful negotiator
  • Extremely organized
  • Team leadership
  • Data management
  • Strong verbal communication
  • Team liaison
  • Active Listening
  • Performance driven
  • Onboarding
  • Product Knowledge
  • Financial Analysis
  • Data Analysis

Additional Information

  • Consistently commended by superiors for resolving volatile customer situations quickly and courteously.
  • 70+ Google Reviews for exceptional client experience.
  • Employee of the Month.
  • Traveled and Worked side by side the Director of Education to assist and educate Product Knowledge.

References

Coach Lou Slapnik (216)218-0086

Manager John Bowens (440)669-4241

Timeline

Onboarding Specialist

Equity Trust Company
12.2019 - Current

Consumer Support Specialist

PNC Financial Services
07.2016 - 06.2019

Deck Agent

Federal Express
04.2016 - Current

Data Entry

Swagelok
08.2014 - 08.2015

Collections Agent

National Enterprise Systems
01.2014 - 03.2016

Customer Service Rep

Walmart
10.2013 - 09.2014

Cashier

HorseShoe Casino
04.2012 - 10.2013

Associate of Arts - Business Management

Cuyahoga Community College
Ericka Sawyer