Jerred Yaw
Raleigh,United States
Summary
Resourceful Business Support Specialist known for high productivity and efficient task completion. Specialize in process optimization, project management, and data analysis. Excels in communication, teamwork, and adaptability to drive success in fast-paced environments.
Overview
11
11
years of professional experience
Work History
Business Support Specialist II
First Citizens Bank & Trust
Raleigh, North Carolina
08.2023 - 07.2024
- Distributed DocuSign Status Reports containing outstanding compliance actions to fiduciaries.
- Served as a Trust Desk representative to facilitate the opening of Personal & Institutional accounts.
- Facilitated a smooth transition for newly onboarded personnel during bank consolidation.
- Effectively handled trade holds and generated proposals using Envestnet.
- Collaborated directly with Fiduciaries & Strategists to achieve document compliance.
- Optimized account balances by implementing collateral overrides and ensuring full funding.
- Implemented efficient billing process, ensuring accurate and on-time payments via our Bill pay service.
Senior Sales & Service Representative / Financial Services Specialist
First Citizens Bank & Trust
Raleigh, North Carolina
06.2021 - 07.2023
- Engaged customers in conversation about their financial needs proactively.
- Facilitated the establishment of deposit accounts and other banking products.
- Developed innovative strategies to enhance customer experience and maximize the potential of First Citizens as a comprehensive banking institution.
- Enhanced customers' knowledge and understanding of bank offerings, such as digital banking abilities.
- Efficiently handled and completed transactions and account servicing requests.
- Analyzed financial information to evaluate the eligibility of customers for auto loans, home improvement funding, and home equity lines of credit.
Buyer
Matthews Cards & Gifts
Clinton, NC
10.2013 - 06.2021
- Developed and incorporated a Shopify-integrated website utilizing design skills, leading to an over 80% surge in out of market purchases.
- Provided comprehensive training to newly hired employees, equipping them with the necessary skills to navigate Shopify, check out and other software effectively.
- Employed various social media platforms to increase store visibility and drive sales.
- Participated in industry trade shows and conferences to stay abreast of current trends in product development.
- Implemented data-driven decision making by executing Financial Analysis on different carried brands with a $15,000 budget annually to inform product choices.
Education
Bachelor of Science in Business Administration -
Campbell University
Buies Creek, North CarolinaSkills
- Operations Management
- Sales Support
- Excel
- Salesforce
- Capital Base
Timeline
Business Support Specialist II
First Citizens Bank & Trust
08.2023 - 07.2024
Senior Sales & Service Representative / Financial Services Specialist
First Citizens Bank & Trust
06.2021 - 07.2023
Buyer
Matthews Cards & Gifts
10.2013 - 06.2021
Bachelor of Science in Business Administration -
Campbell University
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