Peggy Everette
Lumberton,North Carolina
Overview
19
19
years of professional experience
Work History
CD/IRA Specialist II
Truist Bank
07.2016 - Current
- Provide CD/IRA Support to The Truist Banking Network.
- Maintain working knowledge of IRS Policies pertaining to IRA Regulations, as well as Truist policies on CDs and IRAs.
- assist with daily process such as phone support, new account openings, required distributions,investments transfers and verification .
- Verify external ACH rejects and confirm matching dates for RMDs.
Branch Information Specialist II
Truist Bank
03.2012 - 07.2016
- Assist internal Truist Teammates with questions regarding their client's banking needs.
- Stay up to date with current Truist policies and procedures in order to effectively assist branch caller
TLA- Research- Email-Second Level Support
Truist Bank
09.2007 - 03.2012
- Assist Teammates with escalated calls
- Provide information regarding account overdrafts and other banking related questions.
- Aid supervisor, regarding tasks specially delegated to me for processing .
GSA (General Service / Phone 24)
Truist Bank
09.2004 - 07.2007
- Assist Clients With their banking needs. Promote and encourage various banking products to caller . Provide quality customer service and support to our clients .
Education
No Degree - Medical Terminology Certification
Bladen Community College
Dublin, NC06.2003
Skills
- Microsoft Excel
- Microsoft word
- Microsoft Power Point
- Dependable
- Excellent Communication Skills
- Team Player
References
References available upon request.
Timeline
CD/IRA Specialist II
Truist Bank
07.2016 - Current
Branch Information Specialist II
Truist Bank
03.2012 - 07.2016
TLA- Research- Email-Second Level Support
Truist Bank
09.2007 - 03.2012
GSA (General Service / Phone 24)
Truist Bank
09.2004 - 07.2007
No Degree - Medical Terminology Certification
Bladen Community College
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