Erin Jacobson

• Oversaw portfolio of commercial clients, providing treasury solutions to enhance cash flow liquidity and mitigate risk.
• Analyzed client financials to identify opportunities for treasury products such as ACH, wire services, remote deposit, merchant services, and fraud‑prevention tools.
• Partnered with other team members to deepen client engagement and drive revenue growth across treasury products.
• Conducted onboarding, training, and implementation of treasury services to ensure smooth adoption and compliance.
• Monitored account activity to identify risk, ensure regulatory adherence, and maintain strong internal controls.
• Prepared proposals and presentations outlining customized treasury solutions for business clients.
• Achieved portfolio growth targets through proactive client outreach and cross‑selling strategies.
• Served as the primary banking advisor for a diverse portfolio of business clients, delivering tailored lending, deposit, and cash‑management solutions.
• Built long‑term relationships with business owners by conducting regular financial reviews and identifying opportunities to support expansion, equipment purchases, and working‑capital needs.
• Guided clients through complex lending processes, ensuring clarity on terms, covenants, and documentation requirements.
• Partnered with internal specialists to deliver holistic financial solutions, improving client satisfaction and retention.
• Maintained a strong pipeline of new business through networking, referrals, and community engagement.

• Oversaw daily operations across three branch locations, ensuring consistent service quality and regulatory compliance.
• Led a team including assistant managers, tellers, and loan officers; improved staff retention by implementing coaching, recognition, and performance‑tracking programs.
• Increased branch network profitability through strategic sales initiatives, expense control, and targeted community outreach.
• Oversaw branch audits, risk assessments, and compliance reviews, maintaining 100% adherence to federal and state banking regulations.
• Drove growth in deposits, consumer lending, and small‑business banking by developing location‑specific sales strategies.
• Implemented standardized processes across all branches, reducing operational errors and improving customer satisfaction scores.
• Managed multi‑branch scheduling, staffing, and training to ensure optimal coverage and consistent customer experience.
• Built strong community relationships, representing the bank at local events and strengthening brand presence across service areas.
• Mentored new branch managers and high‑potential employees, creating a pipeline of internal leadership talent.
• Improved customer satisfaction ratings through staff training and service‑quality initiatives.
• Launched targeted sales campaigns that increased product penetration across checking, savings, and loan portfolios.

• Managed daily operations, staff performance, and financial results across multiple branch locations.
• Supervised three locations in Madison, Fitchburg, and Cottage Grove, WI and ensured consistent compliance, service quality, and operational standards.
• Led and coached employees, improving productivity, sales performance, and customer‑service outcomes.
• Drove growth in deposits, loans, and cross‑sell ratios through targeted sales initiatives.
• Reduced audit exceptions and strengthened risk controls through routine reviews and corrective action plans.
• Streamlined branch processes to improve efficiency and reduce customer wait times.
• Managed staffing, scheduling, and training to maintain coverage and service consistency across all locations.
• Built community relationships to increase brand visibility and support local business development.

• Led branch operations, ensuring compliance with regulatory requirements and internal policies.
• Developed strategic plans to enhance customer service and drive branch profitability.
• Mentored and trained staff on banking products, services, and operational procedures.
• Analyzed financial reports to identify trends, improving decision-making processes.
• Fostered strong community relationships through outreach initiatives and local partnerships.
• Managed risk assessments, implementing controls to mitigate potential losses or fraud incidents.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

• Analyzed financial data to ensure compliance with regulatory standards and internal policies.
• Developed tailored financial solutions to meet diverse client needs and improve satisfaction.
• Managed customer accounts, providing expert guidance on banking products and services.
• Facilitated loan processing by gathering necessary documentation and ensuring compliance.
• Analyzed client accounts to recommend tailored banking solutions and services.
• Established strong rapport with clients by consistently delivering exceptional service and demonstrating a deep understanding of their financial needs.
• Cultivated strong relationships with small business clients to understand financial needs.

Financial Services Banker with expertise in consumer and small‑business banking, credit analysis, and relationship management. Skilled in identifying client financial needs, recommending tailored banking solutions, and driving portfolio growth while maintaining strong compliance and risk standards.