Sheldon Smith
Financial Services
Roanoke Rapids,NC
Summary
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
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Financial Services Representative
State Employees' Credit Union
Jackson, NC
08.2007 - Current
- Handle establishment of new membership, open all accounts, and process changes in accounts.
- Educate members on available services and make recommendations based on their needs
- Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
- Prepare, order, and verify cash delivery and shipment once a week.
- Assist members with account problems, checking reconciliations, or errors in transactions.
- Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.
Bartender
Baysire Bistro
Jackson, NC
08.2019 - Current
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Crafted special drink and cocktail menu items for seasonal offerings.
- Developed new signature cocktails to support bar marketing brand and increase profits.
- Kept alcoholic beverages well-stocked and organized to meet expected demands.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
Education
Bachelor of Science - Business Management
Elizabeth City State University
Elizabeth City, NC 08.2001 - 05.2005
Skills
Financial services
Timeline
Bartender
Baysire Bistro
08.2019 - Current
Financial Services Representative
State Employees' Credit Union
08.2007 - Current
Bachelor of Science - Business Management
Elizabeth City State University
08.2001 - 05.2005
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