Erin Weissinger
Wichita,KS
Summary
Banking professional with 15+ years of experience in the industry who has fallen in love with using nCino and Salesforce to help create efficient workflows to solve business needs and add strategic value. Skilled at leading cross-functional teams to discuss workflow and process improvements and then designing a solution in nCino and Salesforce.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Solution Architect
Silverline
07.2022 - Current
- Lead discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements.
- Synthesize requirements to create clear and comprehensive user stories and solution design documentation.
- Draft custom development specifications and manage the delivery and testing of the functionality by Development resources.
Salesforce Supervisor
INTRUST Bank
Wichita, KS
03.2022 - 07.2022
- Coordinated with Salesforce Admin team & business unit leaders to set priorities & deliver strategic value.
- Listened to business unit needs & design solutions to address.
- Led cross-functional teams to discuss process improvements.
Salesforce Administrator
INTRUST Bank
Wichita, KS
02.2018 - 03.2022
- Listened to business units needs & designed solutions to address.
- Collaborated with data services team to design efficient load of data.
- Customized reports & dashboards to provide key insights to business units.
- Provided end-user support & facilitate training.
Employee Banking Specialist
INTRUST Bank
Wichita, KS
09.2015 - 02.2018
- Opened accounts & resolved problems for employee customers.
- Led & facilitated the Customer Experience Council.
- Provided feedback to improve systems & processes.
Scorekeeper
INTRUST Bank
Wichita, KS
09.2011 - 09.2015
- Managed daily incentive reporting system & processes.
- Answered questions & coached employees on sales & operational aspect of incentives.
- Performed trend analysis & advised on strategic decisions within branches.
Assistant Branch Manager
INTRUST Bank
Wichita, KS
06.2011 - 09.2011
- Assisted manager with overall responsibility of branch.
- Opened accounts & resolved problems for customers.
- Provided work direction & coaching to other employees.
Education
MBA -
Wichita State University
Wichita, KS05.2014
BBA - Marketing
Kansas State University
Manhattan, KS05.2009
Skills
- Leading cross functional teams
- Ability to communicate effectively to technical & non-technical audiences
- Analytical & critical thinking
- Detail-oriented & organized
Certification
- Salesforce Administrator Certification, Credential #20565447 - 2019
- Salesforce Certified Business Analyst, Credential #3020097 - 2023
- Financial Services Cloud Accredited Professional - 2022
- nCino Community Champion - 2022, 2023, 2024
- nCino 201 Commercial Banking Functional - 2023
- nCino 201 Retail Banking Functional - 2023
- nCino 201 Customer Engagement Functional - 2023
- nCino 201 Treasury Management Functional - 2023
Timeline
Solution Architect
Silverline
07.2022 - Current
Salesforce Supervisor
INTRUST Bank
03.2022 - 07.2022
Salesforce Administrator
INTRUST Bank
02.2018 - 03.2022
Employee Banking Specialist
INTRUST Bank
09.2015 - 02.2018
Scorekeeper
INTRUST Bank
09.2011 - 09.2015
Assistant Branch Manager
INTRUST Bank
06.2011 - 09.2011
MBA -
Wichita State University
BBA - Marketing
Kansas State University
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