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Management Service

Location:
Charlotte, NC
Posted:
January 09, 2014

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Resume:

**** ******* **** ***** ***-

***-****

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



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