Derrick Blanton

• Assisted clients with account openings, loans, and financial products, enhancing customer satisfaction.
• Educated clients on banking services and features, fostering informed decision-making.
• Developed personalized financial solutions to meet customer needs and goals.
• Trained new staff on procedures and customer service best practices, promoting team cohesion.

• Managed monthly financial closing processes to ensure accurate reporting and compliance.
• Prepared detailed account reconciliations, identifying discrepancies and implementing corrective actions.
• Assisted in preparation of annual budgets and forecasts, contributing to strategic financial planning.

• Supervised daily operations ensuring safety protocols and compliance with maritime regulations.
• Conducted routine vessel maintenance, improving reliability and service quality.
• Collaborated with crew to develop efficient docking and undocking procedures, minimizing turnaround time.

• Conducted in-depth consultations with clients to assess tax situations and identify potential deductions.
• Provided guidance on tax planning strategies to optimize client financial outcomes throughout the year.
• Prepared and reviewed individual tax returns ensuring compliance with federal and state regulations.
• Utilized tax software tools for accurate data entry and efficient processing of client information.

• Dean's List Fall 2019, 2020, Spring 2021
• Extracurricular Activities: Lambda Chi Alpha Fraternity

(Scholastic chairman, Alumni chairman, Executive voting member)