Private Client Relationship Manager, Vice President, Private Banking
Erika is a Private Banking Relationship Manager with more than 17 years of experience in the financial services industry, with specialty in premier banking. A native of Puebla, Mexico, Erika moved to the United States to pursue her degree in Business Administration. She is an adventurous traveler and an avid runner. She resides in Montgomery County where she enjoys spending time with her husband and two young sons.
”My goal is to analyze my client’s needs and take a holistic approach to help them reach their financial goals.”
Areas of Specialty
- Private Banking Relationship Management
- Customized Mortgage Financing
- Customized Retail Lending
- Commercial Lending
- Insurance Services
Background and Credentials
- Bachelor of Science in Business Administration, University Maryland University College, Magna cum Laude
- Private and Retail Banking underwriting
- Small Business lending
- Commercial Banking Relationship Management
- Bilingual
- NLMS #1078136
Community and Professional Involvement
- Volunteer and community involvement at various organizations throughout DC Metro