Jacquelyn Guthrie, Pmp Email & Phone Number

Chapel Hill, Nc, Us

Raleigh, North Carolina, United States

Serving as the Fundraising Chair for the CAPTRUST Community Foundation (CCF)

Raleigh, North Carolina, United States

Raleigh, North Carolina

Raleigh, North Carolina

Establishes lasting relationships with clients and fellow employeesAcquires, advises and manages client loan portfoliosSmall Business Development Banker: review current structure, advise and fulfill clients’ needs regarding lending, deposit relationships, treasury management and general support.Coach new employees on (but not limited to) career goals, company tools, programs, policies and proceduresAnticipates clients’ needs and able to advise them accordingly or recognize a specialty service needActs as the back-up leader for the branch and its associates (not limited to peer audits, scheduling, manager meetings and retention per compliance regulations)Analyzes, monitors, deciphers and distributes monthly, quarterly and yearly reportsAcquire new relationships using resources in the local market, secretary of state and client referrals.Positive yet cautious account openings, transaction processing and lending practices Once acquired, help develop local businesses and work to build a partnership for community outreach and employee acquisition.Maintains all regulations in accordance with government and bank specific requirementsInvestigate and report fraudulent or suspicious transactions/activity on accountsOperational leader by maintaining monthly, quarterly, yearly retention records for complianceAnalyzes, monitors and balances ATM dailySupply ordering for branch needsFederally SAFE registeredNotary Public

Raleigh-Durham, North Carolina Area

Inputs new applications, conversions, changes, and reporting in Application Input system and Access databaseProcesses new account opening, account maintenance, and account change requestsEnters mutual fund, unit trust, certificates of deposit, and treasury orders in the NetExchange Pro system Maintains daily bank deposits, checks, and orders logs for supervisory review/approvalProcesses money market deposits/redemptions and wire transfer requests Initiates asset movements, journal requests, and incoming account transfers from contra firmsProcesses trade correction requests per approval from supervisorsHandles incoming calls from Financial Representatives and/or their staffCoordinates work priorities to meet production and commission deadlinesAssists new Financial Representatives and assistants in training of NM and NMIS business processing and paperwork preparationIdentify and follow-up with Financial Representatives and assistants on missing or incomplete documentation (i.e. switch letter, 529 disclosure, share class worksheets, etc.), troubleshoots paperwork that is lost or processed incorrectlyServes as liaison between Representatives and Home Office to obtain direction and confirmation of procedures, requirements, and deadlinesAssist supervisors in preparing for and completing annual compliance interviews, site inspections, file reviews, and branch visits

Raleigh-Durham, North Carolina Area

Help mentor, train and manage new employees; with a focus on customer service, ethical sales and conversion of service to sales.Help acquire new business to the WellsFargo@Work program; set up out-of-office visits, building rapport with other Wells Fargo and non-Wells Fargo managers and co-facilitating information sessions.Open/Close credit products such as credit cards, loans/lines of credit and home equity lines of credit with higher goals, must exceed; $200,000 in lending per quarter, 4 DDA accounts per day, 15 additional products sold per day.Meet/Exceed referral goals to partners such as mortgage, private bank, business bank and financial advisers; 10 referrals per quarterWells Fargo (Personal Banker I) April 2013- December 2013 Promoted to Personal Banker IIOpen/Close checking accounts, saving accounts, CD’s, IRA’s with higher goals.Open/Close credit products such as credit cards, loans/lines of credit and home equity lines of credit and exceed goals; $100,000 in lending per quarter, 2 DDA accounts per day, 7 additional products sold per day.Find and help develop local businesses using resources in the local market, secretary of state website and client referrals.Stayed up to date with all training in accordance with company and government regulations.Keep all keys, codes and combinations private and protected.Analyze, monitor and distribute required weekly, monthly and quarterly reports. Exceed daily, monthly and quarterly sales/referrals goal as well as customer service expectations.Achieve high audit score to maintain government compliance.Federally SAFE registered.Notary Public

Apex, North Carolina

Co-Manage teller line in regards to staffing, customer complaints and financial operations.Open and close accounts, credit cards and debit cards.Package and ship outgoing cash in accordance with government regulations.Monitor and analyze incoming cash shipments in accordance with government regulations. Analyze, monitor and distribute required weekly, monthly and quarterly reports. Stayed up to date with all training in accordance with company and government regulations.Keep all keys, codes and combinations private and protected.Complete and file daily, weekly and monthly paperwork.Exceed daily, monthly and quarterly sales/referrals goal as well as customer service expectations.Achieve high audit score to maintain government compliance.Act a vehicle to refer clients to proper product placement.Notary PublicBank of America (Teller) May 2010-September 2011Durham, NCBalance cash drawer daily.Responsible for all keys and codes.Responsible for proper completion and filing of all daily paperwork.Responsible for a daily “sales/referrals” goal.Maintain a high customer service level not just in our branch but regionally.Find customers’ needs and refer them to the right product or partner.