Erika Hartmann

As a small family-owned business, my job title is more of a formality as I work in all departments of running a business to business sales company directly with the CEO and CFO. Such as: Accounts Payable and Receivable, Bookkeeping, Marketing, Sales, Logistics, and Customer Service.

• Assist CFO in daily bookkeeping tasks, utilizing Quickbooks
• Developed and maintained comprehensive filing systems, enhancing document retrieval and organization.
• Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
• Managed multi-channel marketing campaigns, ensuring alignment with corporate objectives and target audiences.
• Reconciled bank statements with internal records to maintain accurate financial reporting.
• Assisted in preparation of financial reports and presentations, ensuring data accuracy and clarity.
• Utilized accounting software to streamline bookkeeping processes and enhance data accuracy.
• Managed logistics of purchasing, selling and shipping materials daily
• Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
• Supported budgeting processes by tracking expenses and providing timely updates to CFO for informed decisions.
• Developed comprehensive marketing communication strategies to enhance brand visibility and engagement.
• Provide excellent business to business customer service
• Liaison between sales associates and upper management, tasked to assist Sales Associates to write quotes and organize purchase orders, to quickly and efficiently get the materials to the customers.
• Assisted customers with product selection, ensuring satisfaction and enhancing overall experience.
• Maintained up-to-date knowledge of products and promotions to inform customer decisions.
• Developed strategies to upsell products, contributing to increased sales revenue.
• Supported team members during peak periods by sharing workload and providing guidance when needed.

• BSA Assistant, New Accounts Representative, Teller, Social Media Manager
• Assisted BSA Officer with daily and monthly tasks and reports, in keeping the bank compliant with the Bank Secrecy Act and FDIC regulations.
• Provided face-to-face, and virtual customer service daily
• Conducted internal compliance audits to ensure adherence to federal and internal policies.
• Opened and handled all account maintenance for new and existing consumer and commercial accounts.
• Managed complex cases involving identity theft, credit card fraud, and other forms of financial crime, resulting in successful resolution for affected customers.
• Assisted the BSA Officer in the development and implementation of compliance training programs for staff.
• Managed onboarding processes for new accounts, ensuring seamless integration into systems.
• Conducted investigations into high-risk accounts, recommending necessary actions to management.
• Upsold products and services, managed lobby, directed incoming calls and customers to their needed departments.
• Provide backup help for tellers as needed, excellent multi-tasking abilities.
• Created Marketing campaigns for bank social media accounts, created content for social media as well as give-away and informational promotions
• Developed proficiency in multiple banking software platforms utilized for payment processing tasks.
• Boosted branch sales by cross-selling banking products and services to customers.
• Assisted members in navigating online banking tools, increasing adoption rates of digital solutions.

Promoted to E-Banking Specialist in June 2017 from New Accounts/Teller

• Assisted BSA Officer in keeping the bank compliant with Federal regulations
• Conducted internal compliance audits to identify regulatory gaps and improve adherence to standards.
• Assisted in developing training materials for staff on compliance policies and procedures.
• Set up online banking profiles for commercial and consumer accounts, assist customers in trouble shooting their online profiles
• Monitored changes in legislation to ensure timely updates to internal, and federal compliance programs.
• Reviewed and processed CTR reports, review all daily large items, assist BSA Officer in keeping bank in compliance of BSA regulations.
• Processed Incoming and Outgoing Domestic and International Wires
• Facilitated cross-functional collaboration between departments involved in ACH processing, fostering a collaborative work environment.
• Reviewed maintenance reports to ensure accuracy of online banking registrations. Reviewed all ACH and RDC customers quarterly and annually.
• Worked with all other departments of bank to ensure disputes and fraud cases are processed correctly.
• Collaborated with cross-functional teams to streamline online banking processes and protocols
• Analyzed transactions for suspicious activity to mitigate fraud risks.
• Supported electronic banking operations by troubleshooting customer inquiries and technical issues.
• Conducted investigations into high-risk accounts, recommending necessary actions to management.
• Reviewed and validated customer claims, ensuring adherence to compliance standards.
• Trained new staff on electronic banking systems, fostering a knowledgeable team environment.

New Accounts Representative & Teller 10/2015-6/2017

• New Accounts- Conduct sales, managed lobby area, opened and handled all account maintenance and evaluated new and existing commercial and consumer accounts for branch, marketed bank products, managed all compliance documentation, handled concerns and formulated account documentation, organize customer information, make appointments, filing, faxing, communicating with other branches of bank.
• Teller-Cash Handling, Frontline Customer Service, accurately process customer’s cash, check, transfers and statement transactions with a balanced drawer. Safely ID and search customer account Information, cross sell bank products, make referrals to different departments of bank, training new tellers, monthly internal audits, balancing ATM daily, scanning paperwork to main branch, cleaning up and starting scanning machine, ordering supplies.
• Tailored personal financial recommendations based on individual customer needs analysis within the context of available electronic banking products and services offerings.
• Processed daily transactions, ensuring accuracy and compliance with banking regulations.

• Developed partnerships with local businesses to secure third party promotions.
• Worked closely with clients to identify their needs and challenges and provide solutions-oriented campaign themes.
• Coordinated with internal business divisions, agency partners and local vendors to guarantee on time, cost-effective delivery of all marketing communications materials.
• Entered and assigned new leads using CRM tools.

• Answered and direct phone calls, handle tenant issues, and tenant maintenance issues, collected tenant rent, file for evictions and small claims court. Matched work orders with invoices, used multiple programs for Property Management and Realty.

• Ran register, counted and deposited money daily, cook- worked the grill and made sandwiches to order.

• Caregiver to children ages 6-16 as a camp counselor, kept children on schedule, as they moved from one activity to the next, organized meal times and medication times. Stayed night with children in camp houses, organized bedtime routine and wake up routine. When children got injured, I acted as camp nurse and took care of the children.

• Waited tables, served customers. I also worked on the golf course as a cart girl, provided drinks and snacks to the golfers.

• General receptionist duties such as, answering and directing phone calls, directing walk-ins, Entered invoices into the database and organizing files.

• Matched purchase orders with invoices and recorded the necessary information.
• Clerical duties, such as answering and directing phone calls, make copies, entered health insurance claim forms
• Prepared tax receipts for accountants