Reliable financial specialist with over 20 years of experience in banking. Expertise in strategic financial planning, customer relationship management, and regulatory compliance. Committed to enhancing client satisfaction and operational efficiency.
Overview
2027
2027
years of professional experience
Work History
Financial Specialist
Pinnacle Financial Partners DBA Synovus Bank
Calhoun, GA
10.2001 - Current
Experienced banking professional with over twenty years in financial services.
Specializing in new accounts, certificates of deposit, individual retirement accounts.
Consumer lending.
Regulatory compliance, and customer relationship management.
Senior Vault Teller
BB&T
Calhoun, GA
04.1997 - 10.2001
Executed cash handling, vault balancing, and ATM balancing responsibilities with precision.
Balanced cash drawers with consistent accuracy.
Assisted clients with deposits, withdrawals, and account inquiries.
Assisted Living Caregiver
Homeleigh Assisted Living
Fairmount, GA
2005 - 2006
Assisted residents with daily living activities to enhance comfort and well-being.
Monitored health status and reported changes to nursing staff for timely interventions.
Maintained cleanliness and safety standards in resident living areas to promote hygiene.
Developed personalized care plans in collaboration with healthcare professionals for effective support.
Education
Diploma - Certified Nursing Assistant
Calhoun CNA Nursing School
Calhoun, GA
10-2025
Associate Diploma - Medical Business And Office Technologies
Coosa Valley Technical College
Calhoun, GA
04-2005
High School Diploma -
Canaanland Christian School
Chatsworth, CA
05-1996
Skills
Strategic financial planning
Investment strategies
Teamwork
Customer service
Honest and dependable
Multitasking
Reliability
Excellent communication
Know your customer
Salesforce
Cold calling
Financial product sales
Asset protection
Timeline
Financial Specialist
Pinnacle Financial Partners DBA Synovus Bank
10.2001 - Current
Senior Vault Teller
BB&T
04.1997 - 10.2001
Assisted Living Caregiver
Homeleigh Assisted Living
2005 - 2006
Diploma - Certified Nursing Assistant
Calhoun CNA Nursing School
Associate Diploma - Medical Business And Office Technologies