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Customer Service Sales

Location:
Greenville, SC, 29615
Posted:
March 09, 2010

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Resume:

Ellis F Bleakley, IV

**** ***** ******** **. #***

Greenville, SC 29615

843-***-****

abnb1x@r.postjobfree.com

Objective

Seeking a career that will allow me to utilize my education

and broad banking background.

Work Experience

Assistant Vice President & Compliance Officer, Bank Secrecy

Act (BSA) Officer

12/2006 - present First National Bank of the South,

Spartanburg, SC

Manage the bank's Bank Secrecy Act (BSA)/Anti-Money

Laundering (AML) program.

Manage the bank's Customer Information Program (CIP).

Manage compliance calendar for computer-based training

courses.

Ensure compliance of all deposit regulations.

Prepared bank for Community Reinvestment Act (CRA) federal

exam.

Ensures external/internal audit and examination findings

are fulfilled on a timely basis.

Training/Staff Development Coordinator

10/2005 - 12/2006 Community FirstBank, Charleston, SC

Creation of Teller manual and Platform manual.

Created operations manual for account services/call center

department.

Managed online training database for two banks for

compliance regulations.

Trained numerous tellers with little to no banking

experience.

Trained numerous platform personnel to open and cross-sell

accounts.

Conducted sales training with aid of outside consultant.

Developed policies and procedures for new products and

services.

Worked with all levels of employees from new hires to CEO.

Personal Banking Specialist

1/2004 - 10/2005 Community FirstBank, Charleston, SC

Opened accounts for new and existing customers.

Attained personal sales goal on a consistent basis.

Responsible for the sales goals of the branch.

Opened an average of 8.4 checking accounts per week, and

1.6 business accounts per week.

Account Services/Operations

5/1999 - 1/2004 Community FirstBank, Charleston, SC

Coordinated daily operational activities between two banks

in Charleston and Myrtle Beach.

Provided aide to customers and branch personnel using

document retrieval/imaging system.

Provided customer service in the call center to inquiries

over the phone.

Fully trained on Teller line and Platform side of branch

banking.

Administration of IRA accounts for two banks in Charleston

and Myrtle Beach.

Managed IOLTA accounts for two banks in Charleston and

Myrtle Beach.

Trained new personnel and responded to operating questions

as required.

Resolved dissatisfied customer complaints.

Prepared various operational, proof, and accounting

adjustments.

Processed data for two banks, and balanced cash letters on

a daily basis.

Responsible for closing two banks using the mainframe

computer.

Education

2002 College of Charleston, Charleston, SC

B.A. Corporate Communication, Business Administration Minor

Worked 15-20 hours a week while attending school.

Very active on campus in other organizations.

6/2008 - South Carolina Banker's School, Columbia, SC

Completed first and second years of study at South Carolina

Banker's School

92.75 Grade Average

Certificates

4/2007 - American Bankers Association

2007 ABA National Compliance Undergraduate School -

Deposit, BSA and Lending Modules

1/2008 - South Carolina Bankers Association

Bank Secrecy Act School: Managing the Anti-Money Laundering

Program

1/2007 - South Carolina Bankers Association

Bank Secrecy Act School: Managing the Anti-Money Laundering

Program

Community Involvement

Upstate Homeless Coalition, Board of Directors,

member-at-large

Fundraising Committee



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