Erika Harting

Relationship Support Specialist - Middle Market Commercial Banking & Treasury Management

Role
Relationship Support Specialist (Middle Market Commercial Banking - Treasury Management) at Wells Fargo
Location
Tucson, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Erika Harting

With over 21 years of combined experience in financial services, operations, and client…

Experience

  1. Relationship Support Specialist (Middle Market Commercial Banking - Treasury Management)

    Wells Fargo

    Mar 2007 — Present · US

    Provides high level support to Middle Market Commercial Banking clients, as well as supporting Senior Relationship Managers, Commercial Banking Leaders and Treasury Management Managers/Associates. Maintains high level customer service, provides preliminary assessments on the performance of existing relationships, in addition to providing detailed product information on new services for clients or prospective clients. Analyze and interpret customer activity in support of customer retention as well as actively solicit and follow through on client\'s operational needs, requests and issue resolution. Provide analytical support to clients and team when needed. Independently identify and follow through on cross selling opportunities which in turn are communicated with a Relationship Manager. Works under high demand and pressure at times. Maintains office calendars to accommodate schedules when required.

Education

  • Flagstaff High School

    Diploma, Basic

    1994 — 1997

  • University of Phoenix

    Financial Services, Banking

    2007 — 2009

  • The Southern Baptist Theological Seminary

    Seminary Wives Institute

  • Northern Arizona University

    Accounting and Business/Management

  • Business School of Real Estate

    License, Real Estate

    2002 — 2002

Skills

  • Commercial Lending
  • Accounts Receivable
  • Research
  • Retail Banking
  • Accounts Payable
  • Project Management
  • Office Management
  • Personal Development
  • Wedding Dj
  • Credit Analysis
  • Hotel Booking
  • Hospitality Management
  • Time Management
  • Management
  • Cooking
  • Strategic Planning
  • Wedding Coordinating
  • Customer Retention
  • Analysis
  • Commercial Banking
  • Office Administration
  • Team Building
  • Relationship Management
  • Creative Writing
  • Finance
  • Leasing
  • Acrylic Painting
  • Team Leadership
  • Building Relationships
  • Fundraising
  • Committees
  • Committed to Professionalism
  • Financial Risk
  • Leading Meetings
  • Managing Events
  • Compliance
  • Customer Service
  • Non-Profit Volunteer
  • Sales
  • Property Management

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