SHERIDAN COCKREL

*** ******** ** **

Concord, NC 28025

980-***-****

ac3zct@r.postjobfree.com

Objective

Experienced professional with a successful career in consumer banking, leadership, compliant and risk management. High-performing accomplished, and results-oriented professional with ten years’ experience in employment services, sales, and employee development. Highly skilled in relationship building with internal and external clients. Design and implement strategic plans resulting in the growth of high performing teams. I developed my ability to analyze existing processes and organizations, identify weaknesses detrimental to objectives reach, and provide management with value-added recommendations. I am seeking to expand my skills and experiences. Skills

● Strong experience in retail banking, risk, compliance and auditing.

● Skilled in working independently and assisting external and internal auditors with auditing.

● Remarkable project management and problem-solving skills.

● Highly organized, efficient leader and communicator.

● Skilled in managing/coaching and developing over ten associates.

● Build and establish relationships by providing excellent customer service. Experience

FINANCIAL CENTER MANAGER B ANK OF AMERICA CHARLOTTE, NC 01/2016- Current

● Direct and control the audit function of the financial center.

● Plan, coordinate and conduct controlled self- assessments and on-site internal audits within the financial center.

● Evaluate monthly audit plans and schedules in the Operations Management Portal.

● Identify and research auditing and internal issues.

● Comply with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.

● Ensure accurate performance reporting, analyzing monthly goals with daily performance reports, and preparing account process to ensure that bank policies and procedures are within compliance standards, resulting in 98% on the most recent audit.

● Monitor employee activities and coach when necessary to insure work quality standards and planned schedules are maintained.

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● Manage customer experience by implementing Meet the Customer play and resolve client related issues promptly. Consistently maintained over 90% for 13 weeks on Customer Engagement scores.

● Exceeded quarterly sales goals by 22% and increased core deposit growth by 110% of annual target.

● Utilize business partners such as Business Banking, Loan, Investments and Consumer/Business Card specialist to acquire and deepen new and existing client relationships.

● Coordinate with external vendors and clients on various projects.

● Ensure accuracy of bank programs and client projects. FINANCIAL CENTER OPERATIONS MANAGER

03/2015-01/2016

● Performed audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting auditor’s processes and procedures.

● Conducted interviews with the staff, reviewed financial center documents, conducted walk-through tests, developed and administered surveys, composed summary memos and prepared working papers.

● Coached and developed high-performance sales and service team on audit level of importance and steps to follow regarding regulatory compliance.

● Completed financial and operational audits locally that contained 30 stores in the Charlotte Market area.

● Communicated emerging issues, potential risks and audit results to the Financial Center Manager and Operations Market Manager.

● Strategize driving business by building relationships with our business and consumer clients daily.

● Generated revenue for the branch, consistently exceeding my goal over 185% each quarter.

TELLER OPERATIONS SPECIALIST

04/2013-03/2015

● Maintained the highest level of customer service standards while consistently delighting clients and exceeding expectations.

● Coached and trained tellers to process transactions accurately, efficiently in accordance with established policies and procedures.

● Created a positive team environment in the financial center by demonstrating exceptional work ethic behaviors.

● Observed, analyzed and reported operational and management processes.

● Maintained balancing accuracy with 100% balancing rate.

● Executed various internal audit engagements such as: global and corporate accounts, atm, cash orders, and teller cash vault and retail transactions. 3

● Worked closely with the Financial Center Manager to continually improve financial center performance, procedures and routines.

● Met and exceeded all sales goals that were set.

RELATIONSHIP MANAGER

07/2010-04/2013

● Maintained knowledge on financial products and distribution to provide optimal service support.

● Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.

● Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.

● Designed strategies to retain present businesses and for acquiring prospective clients.

● Opened new client accounts, including checking, savings, lines of credit loans.

● Processed sales referrals and promoted financial services and products, resulting in 80% branch sales increase.

CUSTOMER SERVICE REPRESENTATIVE

10/2008-07/2010

● Managed all processes with accuracy and ensured optimal level of customer satisfaction.

● Administered cash drawer limits according to bank policies.

● Analyzed processes, determined client requirements and provided appropriate resources.

● Referred banking products to clients.

● Met and exceeded sales goals.

Education

STRAYER UNIVERSITY, A A i n FINANCE (Charlotte, NC) Graduated Cum Laude, GPA 3.8

STRAYER UNIVERSITY, B BA in FINANCE (Anticipated date 08/2018)

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