Erick Herrera
@erickherrera
I lead compliant branch banking operations, account servicing, and digital customer adoption.
United StatesWhat I'm looking for
At PNC, I lead customer account servicing, digital banking support, and loan servicing compliance while maintaining accurate, audit-ready branch operations. I achieved a 96% compliance audit score and helped deliver a 9.98 CXI customer satisfaction rating by resolving complex account issues quickly.
I manage the full account lifecycle, educate customers on self-service tools, and partner with mortgage and wealth teams to deliver complete financial solutions. I also lead team meetings, train colleagues on account opening and consumer lending, and manage VFM scheduling to align staffing with customer demand.
Previously, I managed a Family Dollar store, where I grew the customer base by 20% in six months, supported weekly sales of $60,000, and developed teams through coaching, hiring, and daily performance huddles.
Experience
Work history, roles, and key accomplishments
Managed the full lifecycle of customer accounts—opening, modifying, and closing accounts—while ensuring strict adherence to internal policies, regulatory standards, and accuracy requirements.
Achieved a 96% compliance audit score, demonstrating strong operational discipline, documentation accuracy, and consistent regulatory alignment.
Successfully managed the branch independently for three months
· Built and maintained strong customer relationships, opening and servicing 100+ accounts per month across checking, savings, credit cards, and loans while ensuring full KYC, CIP, and BSA/AML compliance.
· Conducted in‑depth financial discussions to identify customer needs, uncover cross‑sell opportunities, and generate qualified referrals that supported branch sales goals.
· Delivered exceptiona
· Complete store operational requirements such as cash handling, enforcing security procedures, and analyzing daily revenue as per company standards
· Actively contribute to team building process by interviewing, hiring, and developing new team members
· Increase employee performance/development by scheduling regular follow ups, coaching sessions, creating strategy-based role play s
Worked as Department Supervisor at Home Depot/Your Other Warehouse.
Supervised department operations and team performance.
Provided customer service in a fast-paced restaurant environment.
Education
Degrees, certifications, and relevant coursework
New Jersey City University
Biology, General
2008 - 2018
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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