Heather Sharpe
Mechanicsville,Virginia
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
8
8
years of professional experience
Work History
Deposit Operations Specialist II
Primis Bank
Ashland, VA
02 2018 - 04 2025
- IRA & ICS document review
- Answer deposit compliance inquiries, maintenance requests, hunt group calls, and assisting with all other Deposit Services inquiries.
- Cross train on other departmental tasks unrelated to assigned duties
- Ensure compliance with federal regulations (Reg E, NACHA rules, OFAC checks) and internal policies across all deposit operations functions
- Reviewed new accounts and existing account maintenance for accuracy and compliance to regulatory standards.
- Support internal audits by maintaining accurate records and assisting in documentation retrieval
- Collaborated with frontline staff and other departments to resolve client issues efficiently and ensure a high level of customer satisfaction.
- Ensured adherence to bank policies, procedures, and federal regulations including Reg CC, Reg D, BSA/AML, and OFAC.
- Updated operation policies to comply with bank changes and regulation changes.
Personal Banker
BB&T
Richmond, VA
05.2017 - 01.2018
- Teller transactions
- Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
- Educated clients on various banking products including checking accounts, savings accounts, loans, credit cards, and investment options
- Achieved monthly sales targets by proactively identifying new business opportunities within the assigned client base
- Collaborated with internal teams such as wealth management, mortgage lending, and business banking to deliver integrated solutions for clients
- Identified opportunities to cross-sell banking products and services to existing clients
Teller Mentor III
Virginia Credit Union
Mechanicsville, VA
03.2010 - 05.2016
- Assisted customers with banking needs at the teller line
- Train new tellers and update current branch teammates on any policy changes
- Audit cash/cash boxes randomly every month
- Refer customers to different associated partners
- Monitored daily cash levels to ensure adequate funds for customer transactions while minimizing excess cash on hand
- Utilized strong communication skills to build relationships with customers, promoting loyalty and repeat business
- Trained staff on new banking software systems or updates to existing systems to enhance operational efficiency
- Identified opportunities for upselling additional banking products/services based on individual customer needs
- Mentored junior tellers by providing guidance on best practices for delivering exceptional service
- Maintained a high level of accuracy in cash handling and transaction processing
- Developed and maintained strong product knowledge to effectively assist customers with their banking needs
- Assisted in the implementation of new technology or software systems within the branch
- Managed vault operations, ensuring proper security measures were followed at all times
- Ensured compliance with all bank policies, procedures, and regulations related to teller operations
Education
High School Graduate -
Varina High School
Richmond, VA06.2007
Skills
- Retail sales
- Customer service
- Customer support
- Attention to detail
- Microsoft Office
- Adaptable
- Microsoft Excel,Word
- Fraud prevention and detection
- Time management
- Cash handling
- Teller auditing
- Problem-Solving
- Teamwork and Collaboration
- Verbal and written communication
- Staff training/development
- Coaching and mentoring
- Scheduling
Timeline
Personal Banker
BB&T
05.2017 - 01.2018
Teller Mentor III
Virginia Credit Union
03.2010 - 05.2016
Deposit Operations Specialist II
Primis Bank
02 2018 - 04 2025
High School Graduate -
Varina High School