Shelby Barnes
Wilson,NC
Summary
A high-quality service professional with proven people and analytical skills. Flexible and organized individual that provides exceptional mentorship and support. An enthusiastic player and leader with superb attention to detail and excellent problem-solving skills. Designed, and implemented procedures for a remote work-from-role.
Overview
47
47
years of professional experience
1
1
Certification
Work History
Substitute Teacher
Wilson County Schools
Wilson, NC
03.2022 - 06.2024
- Performed instructional and classroom management processes for teachers who were absent for a day or longer periods of time
- Adhering to the curriculum and lesson plans assigned by the regular teacher
- Following procedures and achieving lesson goals
- Compiling a report to the teacher when they return
Operations Specialist II
Edward Jones Contractor
Remote
11.2022 - 04.2024
- To provide the highest level of accurate and timely financial transactions while delivering superior service in partnership with other departments, branches and vendors
- Process multiple documents that were queue driven
- Analyzing, researching, and escalating findings based on policy, procedures, regulation and law
- Effectively processing routine activities/transactions according to department guidelines
- Functions including entries to customer and/or firm accounts
- Performing routine calculations relating to exceptions and corrections and able to effectively communicate with branches and internal associates.
NC Education Corps Literacy Tutor
Rocky Mount Prep
Rocky Mount, NC
08.2022 - 11.2022
- High Impact reading tutor
Wealth Operations Securities Officer
Truist Bank
Remote
03.2020 - 05.2021
- Managed numerous complex operating functions in accordance with prescribed policies including securities operations transfers of DTC securities and Mutual Funds transfers, systems management, trust accounting, and problem identification and reconciliation.
Wealth Operations Securities Officer / Quality Control
Truist Bank
Wilson, NC
08.2011 - 03.2020
- Managed numerous complex operating functions in accordance with prescribed policies including securities operations transfers of DTC securities and Mutual Funds transfers, systems management, trust accounting, and problem identification and reconciliation.
Retirement & Institutional Services Support Specialist III
Branch Banking & Trust Company
Wilson, NC
07.2000 - 08.2011
- Analyzed and executed work requests to ensure an appropriate outcome was achieved
- Reviewed requests determined appropriate work streams for action and executed accordingly
- Administered defined procedures for functions as assigned
- Knowledgeable in each teammate's area of responsibility and fully capable of executing/completing complex functions within.
Securities Processing Transfer Team Leader III
Branch Banking & Trust Company
Wilson, NC
11.1997 - 07.2000
- Developed and maintained a systematic way of obtaining mutual fund corporate action notices from Bloomberg and tracking for processing exchanges, conversion, splits, reverse splits, mergers, name changes, calls, liquidations
- Setup DTC securities and Mutual Funds on AddVantage system and established securities for trading
- Traded and reconciled BB&T Non Fundserv outside mutual funds
- Liaison between the Wealth Management Open/Close Unit and outside Broker Dealer/Bank Institutions
- Contact person for all communication between Trust Operation Custodian Fidelity Investment.
Corporate Trust Specialist II
Branch Banking Trust Company
Wilson, NC
03.1980 - 11.1997
- Managed BB&T corporate stock transfers, mergers, conversions, year-end processing, dividend processing and state rendering
- Reconciled outstanding shares information with finance reporting.
Remedial Tutor
Wilson County Schools
Wilson, NC
09.1977 - 03.1980
- Assisted students with teaching the necessary skills to achieve success in reading.
Education
Rock Ridge High School
06.1976
Skills
- Client Service
- Training & Coaching
- Systems Management
- Problem Resolution
- Process Improvement
- Strategic Account Development
- Business Operations Management
- Data Analysis
- Project Management
- Lesson Planning
Certification
Trust 101 Certification
Personal Information
Title: OPERATIONS ANALYST
Timeline
Operations Specialist II
Edward Jones Contractor
11.2022 - 04.2024
NC Education Corps Literacy Tutor
Rocky Mount Prep
08.2022 - 11.2022
Substitute Teacher
Wilson County Schools
03.2022 - 06.2024
Wealth Operations Securities Officer
Truist Bank
03.2020 - 05.2021
Wealth Operations Securities Officer / Quality Control
Truist Bank
08.2011 - 03.2020
Retirement & Institutional Services Support Specialist III
Branch Banking & Trust Company
07.2000 - 08.2011
Securities Processing Transfer Team Leader III
Branch Banking & Trust Company
11.1997 - 07.2000
Corporate Trust Specialist II
Branch Banking Trust Company
03.1980 - 11.1997
Remedial Tutor
Wilson County Schools
09.1977 - 03.1980
Rock Ridge High School