Winston-Salem, NC 27105
acb2ly@r.postjobfree.com
OBJECTIVE
To obtain a challenging managerial position in a professional
environment which to learn new technologies and skills while utilizing
my previous experiences to improve beyond my current abilities. I
expect to build strong business relationships within the company and
with clients; and to exceed expectations in all aspects of my work.
EDUCATION
. Winston-Salem State University
Winston Salem, NC
AACSB Bachelor of Science in Business Administration, concentration
in Management Graduated May 2006
. Impact University
Clemmons, NC
TAC Bachelor of Theology Degree
Anticipated Graduation Date Dec 2015
Certifications
. American Bankers Association - Building Trust Expertise Levels 1,
2, & 3
PROFESSIONAL SUMMARY
. Highly independent self-directed leader with the ability to be a
team player
. Excellent interpersonal and communication skills
. Extremely organized with a proven ability to multi-task
. Exceptional time management skills
. Computer skills (Microsoft Office, Rumba (Monies), Oracle, TRACCS,
IRIS, SEI, TMM, TMT, SAM)
. Management skills
EMPLOYMENT HISTORY
2010-Present Wells Fargo Wealth Management
Winston-Salem, NC
New Accounts Funding Securities Operations Service
Specialist 3
. Work in a high volume, fast-paced environment and
handle several tasks concurrently.
. Process and reconcile complex security and cash
related transfer from outside financial
institutions.
. Review time sensitive information and complex
documents
Abbot Downing Securities Operations Service
Specialist 3 - Team Lead
. Performed complex securities and cash related
transactions
. Supported a national footprint of Abbot Downing
Teams
. Monitored and completed requests received by Trust
Administrators
. Coordinated situations that involved other
departments
. Transferred assets between trust accounts and
provided detailed reports
Securities Operations Service Specialist 3 - Team
Lead
. Completed required Risk Internal Controls for the
NC Trust Center
. Operation's Liaison to Wells Fargo Family Wealth
Group
. Created workflow and daily charts for team
. Created and revised departmental procedures
. Worked directly with upper management on large
cross group projects and special assignments.
. Performed bill payment processing, reconcile
transactions, and resolve client complaints
. Provided training for trust center and work
direction to junior level staff
2007-2010 Wachovia Bank
Winston-Salem, NC
Technology Operations Accounting Specialist 1
. Monitored vendor billing for additions of new
services and reductions
. Researched and resolved basic transactional issues
and ensure Accounts Payable needs are met for
timely payment of invoices
. Compiled month end variance reports compared to
previous month
2006 Branch Banking & Trust (BB&T)
Winston-Salem, NC
Relationship Banker
. Served as primary contact for new account openings
and cross sale of other products and services to
clients and prospects
. Proactively and reactively contacted clients and
prospects daily to identify additional client
financial needs and strengthen relationships
2005-2006 Sprint Nextel
Winston-Salem, NC
Retail Communications Consultant/ Management Team
. Guided customers through the purchasing decision
and activation process
. Educated customers about their new product and/or
service
. Conducted opening and closing procedures of the
store
. Handled customer escalations
COMMUNITY SERVICE AND ACTIVITIES
. Member of the Wells Fargo Fiduciary Services Diversity
Council
. Member of the Creative Arts Ministry at Agape Faith Church
in Clemmons, NC
. Member of Alpha Phi Alpha Fraternity, Inc. and Kappa Kappa
Psi National Honorary Band Fraternity, Inc.
. Past Member of the Society for Human Resource Management
(SHRM); & WSSU Undergraduate MBA Club
REFERENCES AVAILABLE UPON REQUEST
Sherrod J. Wood