Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erica Tavares-Sierra

Mesa ,AZ

Summary

High achieving banking and financial service professional with extensive background in customer service sales. Assistant Manager who strives to identify customer needs and recommending appropriate products and services customized to aid each individual customer in achieving financial success. Effectively establishing strong rapport with personnel, customer, and associates based on knowledge, professionalism, and integrity.

Overview

12
12
years of professional experience

Work History

Assistant Branch Manager

Comerica Bank
07.2021 - Current
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Multi-site acting manager
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.

Personal Banker I and II

Comerica Bank
12.2016 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Top Performing Banker with 110% of branch goals, and being distinguished
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Customer Service Representative

Comerica Bank
03.2014 - Current
  • Top CSR ranking out of the AZ Market
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Caregiver, Special Needs

Guthrie Mainstream Services
10.2013 - 03.2014
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Developed strong crisis management skills, working proactively to diffuse challenging situations and maintain a calm, supportive environment for special needs individuals.
  • Enhanced the quality of life for special needs individuals by providing personalized care and attention.
  • Assisted max 3 clients during in one day

Dental Assistant

Anderson Family Dental Care
09.2012 - 08.2013
  • Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
  • Maintained a clean and sterile work environment to prevent cross-contamination and infection.
  • Organized trays, instruments for operation
  • Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction.
  • Front office supervisor, scheduling appointments, calling insurance, and managed inventory of dental supplies

Education

High School Diploma -

Desert Ridge High School
Mesa, AZ

Dental

East Valley Institute of Technology
Mesa, AZ

Skills

  • Operations Management
  • Staff education and training
  • Loan application evaluation
  • Business Development
  • Consistently Upholds risk management procedures
  • Advise best alternative for investment needs
  • Client relationship management
  • Attentive Care

Timeline

Assistant Branch Manager

Comerica Bank
07.2021 - Current

Personal Banker I and II

Comerica Bank
12.2016 - Current

Customer Service Representative

Comerica Bank
03.2014 - Current

Caregiver, Special Needs

Guthrie Mainstream Services
10.2013 - 03.2014

Dental Assistant

Anderson Family Dental Care
09.2012 - 08.2013

High School Diploma -

Desert Ridge High School

Dental

East Valley Institute of Technology
Erica Tavares-Sierra