Accomplished Trust Assistant with extensive experience at Capital Bank, NA, and BB&T (now Truist Bank), known for enhancing departmental efficiency and optimizing account management practices. Proven ability in event preparation and exceptional interpersonal skills contribute to consistently high levels of customer satisfaction. Maintains a professional approach that drives team success and promotes operational excellence.
Overview
32
32
years of professional experience
Work History
Office Assistant
Messiah Moravian Preschool
Winston Salem, NC
09.2022 - Current
Supported Director in overseeing registration process
Ensured daily preparation of snacks for students
Provided classroom coverage as needed
Managed carline operations
Kept curriculum resources current and accessible for teachers
Supported planning of significant events for preschool under Director's guidance
Supported Director with various special projects as required
Pool Manager
Chadwyck Windsor Pool, LLC
Winston-Salem, NC
02.2022 - 02.2024
Coordinated opening and closing procedures for pool
Collaborated with vendors and maintenance teams for pool management during and after the season
Handled procurement, price setting, and inventory management for concessions
Trained lifeguards on cashless POS system for pool concessions and member check-in
Managed membership database updates and new member registrations
Handled billing processes for members' concession bills
Facilitated communication between pool management and members to address any concerns promptly
Launched initial satisfaction survey for member feedback, facilitating information flow to the board
Coordinated special activities, enhancing customer satisfaction using Remind and newsletters
Cultivated strong relationships with members, vendors, pool management company and pool board
Compiled comprehensive guide to enhance efficiency in handling pool responsibilities for opening and closing the pool as well as detailed required actions for the pool season
Preschool Teacher's Assistant
Messiah Moravian Preschool
Winston Salem, NC
09.2018 - 05.2022
Attended professional development workshops and training sessions as required
Took class attendance and recorded absences
Supported lead teacher with daily classroom activities
Organized and labeled student materials when setting up classrooms
Lead Teacher
Messiah Moravian Preschool
Winston Salem, NC
09.2017 - 05.2018
Participated in workshops, trainings and conferences to improve educational skills
Handled and resolved disciplinary issues
Developed lesson plans that incorporated creative teaching techniques
Implemented behavior modeling and positive reinforcement into daily routines
Met with parents to discuss child behavior and academic progress
Identified early signs of emotional and developmental problems in children to bring concerns to parents' attention
Assistant Preschool Teacher
Messiah Moravian Preschool
Winston Salem, NC
09.2014 - 05.2017
Organized play areas, toys, and learning materials to create a safe and stimulating environment
Provided guidance to children on appropriate behavior during activities.
Participated in workshops, trainings and conferences to improve educational skills
Assisted with implementation of approved lesson plans and daily classroom schedule
Trust Assistant II
Capital Bank, NA
Winston-Salem, NC
05.2011 - 08.2013
Played a key role in the reorganization of the Trust Department alongside both Interim and Current Managers
Enhanced efficiency in account fee management
Supported creation of guidelines for Trust DDA reconciliation process
Ensured accurate updates of will files while performing detailed vault inspections
Verified accuracy of information in current accounts and removed closed accounts
Opened and closed accounts, managed insurance trusts projects, and executed tasks from the Trust Manager and was back up for bill payment processing and customer communication
Personal Trust Officer I
Branch Banking and Trust Company
Winston-Salem, NC
12.2001 - 12.2003
Executed high-quality trust services in partnership with senior management to our high tier clients
Managed trust accounts, including setup, closure, and maintenance
Fostered exceptional working relationships with customers, attorneys, CPAs and related professionals in compliance with BB&T’s Gold Seal Service Standards
Served as the main administrative contact for BB&T's largest personal trust accounts
Managed integration and ongoing service for accounts
Personal Trust Administrator I, II, III
Branch Banking and Trust Company
Winston-Salem, NC
09.1998 - 12.2002
Opened new accounts (receipt of all assets to be included on our books), closed accounts (delivery of all assets to successor), prepared annual and final accountings, and performed account or file maintenance
Monitored accounts daily to prevent overdrafts and accommodated cash flow needs of clients
Assisted with investment proposals for prospective clients, handled client requests for deposits/withdrawals, resolved operational problems and worked on projects as needed
Assisted in training trust officers that joined the bank through acquisitions (Southeastern Trust Company and BankFirst)
Member of the review committee for our new operations system which allowed me the opportunity to provide input on what worked from an administrative standpoint and how it could be improved to process what we needed
Trust Assistant (Institutional Trust)
Wachovia Bank
Winston-Salem, NC
01.1997 - 09.1998
Handled several responsibilities involving expertise in daily account plans, stock and cash distributions, plan accounting and VEBAs
Maintained account documentation, initiation of trust entries, researched projects and audit exceptions
Managed client support in the absence of the account manager
Dividend Accountant (Corporate Trust)
Wachovia Bank
Winston-Salem, NC
09.1995 - 12.1996
Balanced dividend payments to extract
Executed placement and removal of stops on lost/stolen checks
Replaced lost/stolen checks for shareholders
Keyed adjustments for recon checking accounts
Registrar Clerk (Corporate Trust)
Wachovia Bank
Winston-Salem, NC
04.1994 - 09.1995
Executed registrar functions with precise transfer validations
Maintained records and attained release for original issues
Return Mail Clerk (Corporate Trust)
Wachovia Bank
Winston-Salem, NC
12.1992 - 04.1994
Communicated with shareholders to resolve issues related to unreceived dividends
Researched and maintained updated addresses for shareholders
Proof Operator Banking Operations
Wachovia Bank
Winston-Salem, NC
08.1992 - 12.1992
Handled check proof machine operations to ensure accurate processing and balance
Education
Bachelor of Science - Business Administration, Finance
High Point University
High Point, NC
01.2002
Skills
Event preparation
Proofreading
Dedicated team player
Strong interpersonal skills
Professional and mature
Data entry
Supply restocking
Customer service
Timeline
Office Assistant
Messiah Moravian Preschool
09.2022 - Current
Pool Manager
Chadwyck Windsor Pool, LLC
02.2022 - 02.2024
Preschool Teacher's Assistant
Messiah Moravian Preschool
09.2018 - 05.2022
Lead Teacher
Messiah Moravian Preschool
09.2017 - 05.2018
Assistant Preschool Teacher
Messiah Moravian Preschool
09.2014 - 05.2017
Trust Assistant II
Capital Bank, NA
05.2011 - 08.2013
Personal Trust Officer I
Branch Banking and Trust Company
12.2001 - 12.2003
Personal Trust Administrator I, II, III
Branch Banking and Trust Company
09.1998 - 12.2002
Trust Assistant (Institutional Trust)
Wachovia Bank
01.1997 - 09.1998
Dividend Accountant (Corporate Trust)
Wachovia Bank
09.1995 - 12.1996
Registrar Clerk (Corporate Trust)
Wachovia Bank
04.1994 - 09.1995
Return Mail Clerk (Corporate Trust)
Wachovia Bank
12.1992 - 04.1994
Proof Operator Banking Operations
Wachovia Bank
08.1992 - 12.1992
Bachelor of Science - Business Administration, Finance
High Point University
Similar Profiles
ALLYSON REQUENAALLYSON REQUENA
Assistant Preschool Teacher at Raleigh Moravian PreschoolAssistant Preschool Teacher at Raleigh Moravian Preschool