Shannon Waterson
Cameron
Summary
Professional in banking and financial services with strong focus on cash handling, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
10
10
years of professional experience
Work History
Universal Banker/Senior SSR
First Citizens Bank
Dunn, NC
09.2024 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Retail Banker II/ Assistant Branch Manager
Woodforest National Bank
Aberdeen, NC
06.2023 - 07.2024
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Collaborated with team members to achieve branch sales targets and enhance overall productivity.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Managed risk effectively by adhering to bank policies and procedures during transactions.
- Trained new hires on customer service policies and procedures.
- Established rapport with new clients to increase satisfaction and loyalty.
Retail Banker I
Fort Sill National Bank
Fayetteville, NC
10.2022 - 03.2023
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Managed risk effectively by adhering to bank policies and procedures during transactions.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
Quality Control Specialist
TYR Tactical
Southern Pines, NC
04.2015 - 07.2017
- Collaborated with cross-functional teams to ensure consistent adherence to quality standards across all products.
- Inspected finished goods to verify conformance with customer specifications and company quality standards.
- Participated in external audits as a subject matter expert, showcasing organizational commitment to excellence in quality management systems implementation.
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Managed internal audits effectively, leading to successful ISO certification renewals without major findings or delays in timeline.
Education
GED -
Fayetteville Technical Community College
Fayetteville, NC06-2017
Skills
- Branch operations
- Cash handling proficiency
- Wire transfers
- Transaction processing
- Deposit processing
- Performance tracking
- Document preparation
- Investment strategies
- Loan processing
- Banking software navigation
Languages
Spanish
Native or Bilingual
Timeline
Universal Banker/Senior SSR
First Citizens Bank
09.2024 - Current
Retail Banker II/ Assistant Branch Manager
Woodforest National Bank
06.2023 - 07.2024
Retail Banker I
Fort Sill National Bank
10.2022 - 03.2023
Quality Control Specialist
TYR Tactical
04.2015 - 07.2017
GED -
Fayetteville Technical Community College