Summary
Overview
Work History
Education
Skills
References
Timeline
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CARSON HENRY

Greensboro,NC

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience

Work History

WEALTH MANAGEMENT CLIENT ASSOCIATE

Merrill Lynch, Bank Of America
Greensboro, NC
09.2022 - Current
  • Provided customer service to clients and addressed inquiries via phone, email, or in-person.
  • Assisted with client onboarding and account openings, including gathering documents and data entry.
  • Conducted research and analysis of financial products for clients based on their individual needs.
  • Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
  • Created reports detailing client portfolios and performance metrics.
  • Maintained client records by updating account information as needed.
  • Prepared monthly statements for clients outlining portfolio holdings and performance results.
  • Researched discrepancies between internal systems to resolve any issues that may arise with client accounts.

MANAGER

Deep Creek Lodge Tubing
Bryson City, NC
04.2022 - 08.2022
  • Managed and motivated employees to be productive and engaged in work
  • Set aggressive targets for employees to drive company success and strengthen motivation
  • Maximized performance by monitoring daily activities and mentoring team members
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success
  • Accomplished multiple tasks within established timeframes
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Initiated new projects that resulted in increased productivity across all departments.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.

ACTOR/ATTENDANT/FOOD RUNNER

Great Smokey Mountain Railroad
Bryson City, NC
10.2019 - 12.2021
  • Operated dishwashers and other kitchen equipment according to safety guidelines
  • Assisted with bussing tables and cleaning up spills
  • Delivered correct food items to tables according to order documentation
  • Provided attentive service and proactively assessed guest needs
  • Restocked food supplies in kitchen and organized storage areas
  • Cleaned and sanitized food preparation and serving areas
  • Garnished dishes and quickly delivered items to customers, minimizing wait times
  • Trained and mentored newly hired employees to explain process flow and safety procedures
  • Collaborated well with other food runners to deliver orders accurately.

STORE ATTENDANT

The Chocolate Shoppe
Bryson City, NC
09.2020 - 05.2021
  • Performed cashier duties such as accepting payments, issuing receipts, and providing change.
  • Inventoried stock on shelves, restocked items as needed, and removed damaged items.
  • Operated a Point of Sale system for processing customer purchases.
  • Maintained cleanliness of store by vacuuming, dusting surfaces, and tidying up shelves.
  • Answered customer inquiries regarding products, prices, availability, product uses, and services offered.
  • Provided excellent customer service by demonstrating knowledge of products and services available in the store.

STORE AND RESERVATIONS WORKER

Endless River Adventures
Bryson City
06.2016 - 08.2020

Stocked merchandise, clearly labeling items, and arranging according to size or color

  • Recommended complementary purchases to customers, increasing revenue
  • Built customer loyalty and retention by delivering excellent shopping experiences
  • Engaged in friendly conversation with customer to better uncover individual needs
  • Managed efficient cash register operations
  • Took and followed detailed directions from others
  • Maintained tidy and organized environment to comply with cleanliness standards
  • Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
  • Provided customer service by responding to inquiries, resolving complaints, and addressing issues in a timely manner.

Education

Bachelor of Arts - Political Science

University of North Carolina At Greensboro
05.2026

High School Diploma -

Swain County High School
06.2022

Skills

  • Scheduling and Coordinating
  • Managing Employee Relations
  • Maintaining Files and Records
  • Merchandise Packaging
  • Customer Service
  • POS Systems
  • Accountable and Reliable
  • Adobe Photoshop Certified
  • Microsoft PowerPoint
  • Analytical and Critical Thinking
  • Wealth Management
  • Professionalism
  • Interpersonal Communication
  • Problem-solving aptitude
  • Attention to Detail

References

References available upon request.

Timeline

WEALTH MANAGEMENT CLIENT ASSOCIATE

Merrill Lynch, Bank Of America
09.2022 - Current

MANAGER

Deep Creek Lodge Tubing
04.2022 - 08.2022

STORE ATTENDANT

The Chocolate Shoppe
09.2020 - 05.2021

ACTOR/ATTENDANT/FOOD RUNNER

Great Smokey Mountain Railroad
10.2019 - 12.2021

STORE AND RESERVATIONS WORKER

Endless River Adventures
06.2016 - 08.2020

Bachelor of Arts - Political Science

University of North Carolina At Greensboro

High School Diploma -

Swain County High School
CARSON HENRY