Summary
Overview
Work History
Education
Skills
Additional Information
Certification
References
Timeline
BusinessAnalyst
MEGAN BOLT

MEGAN BOLT

CLEVELAND

Summary

Dynamic financial services professional with a strong work ethic and proven problem-solving skills, recognized at First Citizens Bank for enhancing customer satisfaction through effective conflict resolution. Adept in Microsoft Office and team collaboration, I consistently achieve goals while fostering a positive work environment and driving operational efficiency.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Investor

Vanguard
Charlotte
03.2025 - 05.2025
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Identified needs of customers promptly and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Senior Financial Services Representative

First Citizens Bank
Mooresville
05.2022 - 08.2024
  • Compiled information on new accounts and entered data into computer systems.
  • Informed customers of procedures for ATM card applications and direct deposit services.
  • Referred customers to appropriate bank personnel for financial assistance.
  • Conducted interviews to gather information for opening accounts and renting safe-deposit boxes.
  • Collected and recorded customer deposits and fees, issuing receipts via computer.
  • Investigated and resolved errors based on customer and bank records.
  • Executed wire transfers efficiently, ensuring timely processing of funds.
  • Processed loan applications by reviewing credit reports and entering relevant data.

Shift Leader

Palm Beach Tan
Mooresville
01.2022 - 06.2022
  • Checked in customers efficiently to enhance service flow.
  • Tanned customers for designated durations to ensure satisfaction.
  • Maintained salon cleanliness to provide a welcoming environment.
  • Counted cash drawer accurately to uphold financial integrity.

Home Advisor

Better Mortgage
Charlotte
09.2020 - 12.2021
  • Conducted warm calls to borrowers who applied for loans.
  • Verified borrower income, assets, and tradelines.
  • Assisted borrowers in locking in optimal interest rates.
  • Ensured completeness of uploaded documents with no missing information.
  • Served as main contact for borrowers during loan process.
  • Coordinated scheduling of closing and notary services.
  • Facilitated timely and accurate loan closings and funding.

Financial Services Representative II

First Citizens Bank
Mooresville
05.2017 - 08.2020
  • Compiled information on new accounts and entered data into computer systems.
  • Informed customers about procedures for services such as ATM cards and direct deposits.
  • Referred customers to appropriate bank personnel for tailored financial solutions.
  • Conducted interviews with customers to gather necessary information for account opening.
  • Collected and recorded customer deposits and fees, issuing receipts using computer systems.
  • Investigated and resolved errors in customer accounts based on inquiries and records.
  • Executed wire transfers efficiently, adhering to banking protocols.
  • Processed loan applications by reviewing credit reports and keying in relevant data.

Relationship Manager

Bank of America
Statesville
09.2014 - 05.2017
  • Compiled information regarding new accounts and entered details into computer systems.
  • Informed customers about procedures for services including ATM cards and direct deposit.
  • Referred customers to bank personnel to address specific financial needs.
  • Interviewed customers to gather information for account openings and safe-deposit rentals.
  • Collected and recorded customer deposits and fees, issuing receipts via computer.
  • Investigated and rectified errors based on customer and bank records.
  • Executed wire transfers of funds efficiently and accurately.
  • Processed loan applications in compliance with banking policies.

Assistant Store Leader

Verizon Wireless
Statesville
06.2014 - 09.2014
  • Delivered exceptional customer service by greeting and assisting customers, addressing inquiries and complaints.
  • Directed and supervised employees in sales, inventory management, cash reconciliation, and customer services.
  • Monitored sales activities to guarantee satisfactory service and quality merchandise for customers.
  • Conducted inventory assessments and reordered stock when levels fell below established thresholds.
  • Instructed staff on effective strategies for managing complex sales situations.
  • Hired, trained, and evaluated sales personnel, implementing necessary promotions or terminations.
  • Assigned specific duties to employees to optimize operational efficiency.
  • Enforced safety, health, and security regulations to maintain a safe work environment.

Retail Sales Associate

Verizon Wireless
Statesville
08.2012 - 06.2014
  • Greeted customers to identify specific needs and preferences.
  • Described merchandise features and provided usage, operation, and care instructions.
  • Recommended and located merchandise in alignment with customer desires.
  • Computed sales prices and processed cash or credit payments accurately.
  • Answered inquiries about store offerings and merchandising policies.
  • Maintained up-to-date knowledge of promotions, payment policies, and security practices.
  • Demonstrated product operation to enhance customer understanding.
  • Conducted inventory assessments and requisitioned new stock as necessary.

Assistant Store Manager

PCS Experts
Mooresville
07.2012 - 08.2012
  • Resolved customer complaints related to sales and service issues.
  • Planned and directed staffing, training, and performance evaluations for sales and service programs.
  • Prepared budgets and approved expenditures to ensure financial accountability.
  • Reviewed operational records and reports to project sales and assess profitability.

Sales Representative

PCS Experts
Mooresville
05.2012 - 07.2012
  • Greet customers and ascertain what each customer wants or needs
  • Describe merchandise and explain use, operation, and care of merchandise to customers
  • Recommend, select, and help locate or obtain merchandise based on customer needs and desires
  • Compute sales prices, total purchases and receive and process cash or credit payment
  • Answer questions regarding the store and its merchandise
  • Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
  • Demonstrate use or operation of merchandise
  • Place special orders or call other stores to find desired items
  • Watch for and recognize security risks and thefts, and know how to prevent or handle these situations
  • Inventory stock and requisition new stock
  • Ticket, arrange and display merchandise to promote sales
  • Clean shelves, counters, and tables
  • Exchange merchandise for customers and accept returns
  • Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits
  • Estimate and quote trade-in allowances.

Sales Representative

CCI Telecom
Mooresville
10.2011 - 04.2012
  • Greeted customers to determine specific needs and preferences.
  • Described merchandise, explaining operation, use, and care instructions.
  • Recommended and located merchandise according to customer requirements.
  • Computed sales prices, processed cash or credit payments accurately.
  • Maintained up-to-date knowledge of sales promotions and payment policies.
  • Demonstrated merchandise functionality to enhance customer understanding.
  • Performed inventory management and requisitioned new stock as necessary.
  • Arranged merchandise displays to maximize visibility and drive sales.

Education

High School Diploma -

MOORESVILLE SENIOR HIGH SCHOOL
Moooresville, NC
06.2009

Some College (No Degree) - Business Administration and Management

UNIVERSITY OF NORTH CAROLINA AT PEMBROKE
Pembroke, NC

Some College (No Degree) -

MITCHELL COMMUNITY COLLEGE
Moooresville, NC

Skills

  • Microsoft Office proficiency
  • Detail orientation
  • Strong work ethic
  • Team collaboration
  • Leadership abilities
  • Goal achievement
  • Problem-solving skills
  • Inventory management
  • Sales support
  • Conflict resolution
  • Time management
  • Analytical thinking
  • Leadership
  • Networking

Additional Information

North Carolina Notary, NMLS 1822697, Successfully passed SIE Exam, Hold Series 6 License, Hold Series 63 License, Hold North Carolina Life and Health License

Certification

  • NC Notary Public
  • SIE
  • Series 6
  • Series 63
  • NC Life and Health Insurance
  • NMLS 1822697

References

References available upon request.

Timeline

Personal Investor

Vanguard
03.2025 - 05.2025

Senior Financial Services Representative

First Citizens Bank
05.2022 - 08.2024

Shift Leader

Palm Beach Tan
01.2022 - 06.2022

Home Advisor

Better Mortgage
09.2020 - 12.2021

Financial Services Representative II

First Citizens Bank
05.2017 - 08.2020

Relationship Manager

Bank of America
09.2014 - 05.2017

Assistant Store Leader

Verizon Wireless
06.2014 - 09.2014

Retail Sales Associate

Verizon Wireless
08.2012 - 06.2014

Assistant Store Manager

PCS Experts
07.2012 - 08.2012

Sales Representative

PCS Experts
05.2012 - 07.2012

Sales Representative

CCI Telecom
10.2011 - 04.2012

High School Diploma -

MOORESVILLE SENIOR HIGH SCHOOL

Some College (No Degree) - Business Administration and Management

UNIVERSITY OF NORTH CAROLINA AT PEMBROKE

Some College (No Degree) -

MITCHELL COMMUNITY COLLEGE

Similar Profiles

CREATE PROFILE
MEGAN BOLT
Want your own profile? Build for free at Resume-Now.com