Results-Driven Finance and Customer Service Professional
Resume:
Sherry Burrell
Pickens, SC *****
************@*****.***
Professional Summary
Dedicated and results-driven finance, sales, and customer service professional with over 15 years of experience in banking, financial advising, and entrepreneurial services. Recognized for delivering exceptional customer experiences, consistently meeting performance goals, and fostering strong client relationships. Demonstrates a proactive, solutions-oriented mindset with a strong work ethic, integrity, and a collaborative spirit. Proven ability to thrive in fast-paced, evolving environments and implement creative strategies to drive business growth. Authorized to work in the United States for any employer. Professional Experience
Owner/Operator
Sherry’s Landscaping, Home Cleaning, and Pet Care Services – Pickens, SC July 2017 – Present
• Provide comprehensive residential services including landscaping, home sitting, house cleaning, and pet care.
• Develop long-term client relationships through trust, reliability, and attention to detail.
• Manage scheduling, client communications, and service delivery independently.
• Maintain a loyal client base through consistent high-quality service and word-of-mouth referrals.
• References available upon request.
Financial Sales Representative
First Citizens Bank – Seneca, SC
June 2011 – May 2017
• Delivered personalized financial solutions to clients by assessing goals, risk tolerance, and financial needs.
• Conducted regular account reviews and modified financial strategies as needed based on performance and life changes.
• Achieved superior customer satisfaction ratings for 20 consecutive quarters.
• Supported senior credit officers with complex loan applications and underwriting.
• Ensured compliance with financial regulations, including the Bank Secrecy Act, AML, OFAC, USA Patriot Act, and CRA.
• Maintained strict confidentiality and accuracy in all client documentation. Senior Personal Banker
Bank of America – Holly Ridge, NC
December 2004 – June 2011
• Analyzed customer credit and financial profiles to recommend appropriate loan products and financial solutions.
• Originated, processed, and closed mortgage and personal loan applications.
• Educated clients on available financial services, including credit, insurance, and investment products.
• Exceeded quarterly sales targets and received the Excellent Achievement Award for consistently surpassing performance metrics.
• Built strong client relationships and maintained over 100% of goal-related metrics across consecutive reporting periods.
• Completed extensive internal training and certifications on banking products and compliance protocols. Education
High School Diploma
Pickens High School – Pickens, SC
Graduated 1991
Skills
• Customer Service & Client Relations (15+ years)
• Financial Sales & Planning
• Loan Origination & Banking Operations
• Microsoft Office Suite (Word, Excel, PowerPoint – 10+ years)
• Entrepreneurial Operations & Scheduling
• Regulatory Compliance & Documentation
• Communication & Problem Solving
Certifications
Notary Public
State of South Carolina
December 2010 – December 2019
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