First Citizens Financial Specialist

Jeanna Crutchfield

336-***-**** adozxk@r.postjobfree.com 2204 Grand Reserve Ct., Kernersville NC 27284

I am seeking the position of Peak Time - MSS FSR with the State Employees Credit Union

located in Winston-Salem, NC. I will Provide financial services to the membership by phone or internet including establishing new accounts, account maintenance, account research and resolution and performing basic admin duties including printing and sending emails.

Professional Summary

I possess a wealth of knowledge and skills from over 20 years of experience in customer service, business management, insurance/financial planning services, and bank management. I am extremely customer-service oriented. I work equally well with a team or independently. I managed a First Citizens Bank branch for two years, and my husband and I currently own and run a small family business where I have handled everything from Human Resources, payroll, accounts receivable, accounts payable, marketing, and all day-to-day operations. I am professional and able to build rapport with a diverse clientele. I am loyal, dependable, efficient, and take pride in my work and work relationships.

Relevant Professional Experience

Operations Admin II, FedEx Kernersville NC April 2016 – present

Provide administrative and clerical support to various management and operational functions; review, research, and/or enter data into various systems to support the respective functional area; serve as frontline customer service to receive, solve, and/or escalate customer inquiries and issues. Provide all facility maintenance management supply chain functions including supplier source selection, pricing/terms negotiations, procurement, receiving and accounts payables. Responsible for all state and federal regulatory safety and environmental compliance verification and recording.

Partner, Musten & Crutchfield Inc, Kernersville NC June 2015 – September 2020

Handle payroll, accounts payable, accounts receivable, purchasing, Human Resources, and all other administrative tasks as necessary for a small family-owned grocery/wholesale business.

Office Administrator, North Carolina Leadership Academy, Kernersville NC July 2013 – May 2015

Performed all front office duties, file maintenance, attendance tracking and governmental compliance for a charter college preparatory school.

Client Services Agent, BB&T Insurance Services, Greensboro NC May 2011 – May 2012

Worked with customers helping them identify their financial needs and providing different options that best fit their circumstances and goals.

Branch Manager, First Citizens Bank, Winston-Salem NC July 2005 – May 2008

Supervised all operations, trained and coached employees, ensured compliance with all applicable policies and procedures while ensuring overall customer satisfaction.

Financial Specialist, Wachovia Bank, Winston-Salem NC November 2000 – June 2005

Assisted clients with financial planning to aid them in reaching short and long term financial goals.

Sales Administrator, State Farm Insurance, Winston-Salem NC and Macon GA July 1994 – November 1999

Managed the local office assisting the agent with all administrative work as well as providing customer service to existing and walk in clients.

Education & Certifications

Cumberland County High School, Burkesville KY

Forsyth Tech, Pre-nursing program – three semesters

Insurance Licensing: Property & Casualty, Life & Health, Medicare Supplement & Long-Term Care

FINRA Series 6 and 63 License

References Available Upon Request

Contact this candidate