Summary
Overview
Work History
Education
Skills
Community Affiliations
Timeline
Generic

Erika Becker

Farmington

Summary

Highly organized and analytical banking professional with progressive experience supporting Government & Institutional Banking operations, client onboarding, regulatory reporting, and relationship manager support. Promoted to Senior Sales Support Analyst in recognition of strong performance, cross-functional collaboration, and commitment to operational excellence. Known for streamlining processes, managing competing priorities, and providing trusted support to relationship managers, operational teams, and clients while delivering exceptional service and driving business objectives.

Overview

11
11
years of professional experience
3
3
years of post-secondary education

Work History

Senior Analyst, Sales Support

Webster Bank
Southington
12.2022 - Current
  • Promoted to Senior Sales Support Analyst in March 2025 in recognition of strong performance, operational expertise, and commitment to client service excellence.
  • Conduct and deliver comprehensive client relationship reviews focused on optimizing cash management, loans, and deposit revenue streams
  • Effectively assists with managing portfolios of diversified governmental municipalities, school districts, water authorities, and other municipal related entities in the New England footprint
  • Cultivated robust relationships with clients and prospects through strategic networking and sponsorship initiatives, driving increased revenue in cash management products
  • Assist in executing client onboarding and implementation processes
  • Contribute to RFP proposal presentations and actively engage in pre-call discussions to support business development and objectives
  • Consistently retains client revenue and supports expansion of client growth through proactive and responsive engagement strategies
  • Efficiently resolves and escalates clients’ urgent needs in a timely and effective manner resulting in positive client experiences and contributing to successful retention goals
  • Provide ongoing sales support to treasury sales specialists by successfully recommending new products and services to clients which have strengthened business relationships and increased profitability
  • Collaborated with several internal operational partners and acted as a liaison for implementations and deposits
  • Collaborated with cross-functional teams to enhance operational efficiency and service delivery.
  • Developed comprehensive reports to present insights and recommendations to management.

Licensed Insurance Producer

ASSURANCE IQ
Remote
05.2022 - 11.2022
  • Provided insurance quotes and information in a courteous, time effective, and professional manner
  • Licensed in fifteen states for various top tier insurance agencies including (Prudential, Lumico, and Mutual of Omaha)
  • Received approximately 40 inbound calls daily from prospective clients of insurance technology-based platforms
  • Educated clients on insurance products based on their specific needs and effectively closed sales
  • Attended continuing education events to gain additional insurance industry knowledge and remain up to date with industry related best practices
  • Managed client accounts and facilitated policy renewals in a timely manner.
  • Developed relationships with clients to enhance trust and service satisfaction.

Sales Associate

General Nutrition Center, GNC
West Hartford
11.2018 - 03.2020
  • Provided a positive and welcoming customer service atmosphere by greeting existing and new customers
  • Organized inventory to maintain store visual appeal, and promoted specific merchandise to engage customers on desired products
  • Quickly solved customer challenges by offering relevant products and providing them with knowledge about products
  • Exceeding established sales goals by selling GNC's pro membership
  • Tracked daily individual and store sales associates' goals for senior management
  • Operated store single handedly each shift and was responsible for daily accounting procedures

Sales Representative

BECKER'S DIAMONDS AND FINE JEWELRY
West Hartford
06.2015 - 06.2018
  • Highly motivated sales associate with extensive customer service and sales experience
  • Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market
  • Effectively demonstrate products, overcome objections, cross selling and closed sales
  • Persuasive in negotiating contracts and diplomatic in communicating with customers to build long-term, productive relationships
  • Engaged clients through personalized consultations about fine jewelry selections.
  • Developed and maintained strong relationships with repeat clients for loyalty.
  • Processed sales transactions accurately using point-of-sale systems.

Education

Green Belt - Lean Six Sigma

Webster Bank
06.2023 - 06.2026

Yellow Belt - Lean Six Sigma

Webster Bank

Skills

  • Banking Operations
  • Client Onboarding & Implementation
  • Account Maintenance & Servicing
  • Treasury Management Support
  • FHLB Letters of Credit
  • Regulatory Reporting
  • Reporting & Data Analysis
  • Salesforce CRM
  • Vendor Billing & Payment Coordination
  • Process Improvement
  • Cross-Functional Collaboration
  • Microsoft Office Suite
  • Relationship Manager Support

Community Affiliations

  • Rhode Island Food Bank
  • Operation Stand Down

Timeline

Green Belt - Lean Six Sigma

Webster Bank
06.2023 - 06.2026

Senior Analyst, Sales Support

Webster Bank
12.2022 - Current

Licensed Insurance Producer

ASSURANCE IQ
05.2022 - 11.2022

Sales Associate

General Nutrition Center, GNC
11.2018 - 03.2020

Sales Representative

BECKER'S DIAMONDS AND FINE JEWELRY
06.2015 - 06.2018

Yellow Belt - Lean Six Sigma

Webster Bank
Erika Becker