Julian Erickson
221 Rustic Point Lane, Verona,WI
Summary
Driven to help clients make responsible and financially beneficial decisions while fostering long lasting relationships. Working at Lake Ridge Bank as a Personal Banker, I specialize in retail banking, customer service and account management. Able to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
Lake Ridge Bank
07.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with managing accounts, completing applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial activities.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Server
Settle Down Tavern
08.2021 - 07.2024
- Managed high volume dining periods with effective time management and strong multitasking abilities.
- Promoted a positive workplace culture through teamwork, open communication, and mutual support among coworkers.
- Engage customers in personalized way to ensure positive experiences while creating additional sale opportunities.
Program Staff / Athletic Assistant
Boys & Girls Club of Greater La Crosse
09.2018 - 08.2021
- Activity staff running educational and/or healthy lifestyle programs for youth
- Site supervisor overseeing athletic venues with 100+ people managing operations and staff
- Assisted with scheduling games and tournaments for the organization and Coulee Region Sports League
Education
BBA - Finance, Investing, & Banking
University of Wisconsin Madison
Madison, WI05.2024
Skills
- Relationship Building
- Customer Service
- Sales expertise
- Attention to Detail
- Interpersonal Skills
- Transaction Processing
Certification
- Excel Proficiency Course - UW Madison School of Business Requisite
- Licensed Notary - Expiration on August 30th, 2028
- IRA and HSA training course - Wolters Kluwer
- Specialist in Personal FInancial Planning Course - Dalton Education (in progress)
Timeline
Personal Banker
Lake Ridge Bank
07.2024 - Current
Server
Settle Down Tavern
08.2021 - 07.2024
Program Staff / Athletic Assistant
Boys & Girls Club of Greater La Crosse
09.2018 - 08.2021
BBA - Finance, Investing, & Banking
University of Wisconsin Madison
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