Shelby Linville
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
12
12
years of professional experience
Work History
Health Savings Account Specialist
Fidelity Investments
11.2025 - Current
- Supported Fidelity client accounts through accurate maintenance and service requests.
- Processed account updates and transfers with care.
- Explained account procedures and paperwork requirements to clients clearly.
- Demonstrated proficiency in achieving and exceeding metric goals to support team objectives.
- Educated customers on account information
Customer Protection Support
Fidelity Investments
08.2026 - 09.2026
- Maintained updated knowledge through continuing education and advanced training.
- Reviewed alerts using case management systems and fraud detection tools.
- Escalated confirmed fraud cases to security and operations teams.
- Applied company policies to verify customer identity and account activity.
- Collaborated with customer service to resolve fraud concerns and protect accounts.
Financial Customer Associate
Fidelity Investments
03.2025 - 11.2025
- Managed Fidelity Investments client inquiries across retirement accounts.
- Processed account updates, transfers, and service requests with accuracy.
- Verified client identity and protected confidential financial information.
- Documented customer interactions in service systems and case notes.
- Ensured all transactions were processed in accordance with established procedures.
Customer Relationship Advocate
Fidelity Investments
06.2024 - 12.2024
- Trusted the licensing process.
- Addressed multiple types of situations forcing myself into different comfort zones leading to professional and personal growth.
- Obtained my SIE
- Worked well independently through the licensing process.
Customer Relationship Consultant II
US Bank
01.2022 - 01.2024
- Processed teller transactions quickly and accurately.
- Reviewed customer profiles to further explore financial needs.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-to-day duties accurately and efficiently.
- Demonstrated willingness to help wherever needed.
- Offered efficient service to customers, handled challenging situations with ease.
- Developed and maintained effective working relationships.
- Exceeded goals through effective task prioritization and great work ethic.
- Participated in team-building activities to enhance working relationships.
- Lead our team in driving digital platforms for our clients. I was nicknamed named the Digi Guru
- Accurately audit cash drawers
- Monitoring and controlling money.
Cabinet Specialist/Head Cashier
Lowes Home Improvement
01.2015 - 01.2022
- Assisted with technical issues with computer software and hard drives.
- Meet sales quota consistently.
- Achieved high customer satisfaction scores based off customer surveys.
- Managed employees with scheduling, breaks, and register funds.
- Deescalated customer issues using problem solving skills.
- Accurately audit cash drawers
- Monitoring and controlling money.
Education
General Studies
Augusta Independent
01-2009
Skills
- Creativity
- Leadership
- Organization
- Problem solving
- Teamwork
- Verbal & communication
- Identifying risks
- Technological
- Interpersonal
- Communication
- Sales
- Client engagement
- Driven
- Time management
- Determination
- Attention to detail
- Research
Timeline
Customer Protection Support
Fidelity Investments
08.2026 - 09.2026
Health Savings Account Specialist
Fidelity Investments
11.2025 - Current
Financial Customer Associate
Fidelity Investments
03.2025 - 11.2025
Customer Relationship Advocate
Fidelity Investments
06.2024 - 12.2024
Customer Relationship Consultant II
US Bank
01.2022 - 01.2024
Cabinet Specialist/Head Cashier
Lowes Home Improvement
01.2015 - 01.2022
General Studies
Augusta Independent