1. SHAWNETTE M. WHITEHEAD
405 Bishop Dr.• Canton, GA • 770-715-4765 • shawnette1123@yahoo.com
C ar eer Ob je ctive
Provide customer support and services that handles the administrative challenges associated with the
stewardship of a client.
C or e Exp er ti se an d Val ue Offe re d
 Integrity based relationship building
 Excellent organization skills and attention to detail
 Team building, coaching and training
 Self starter and requires little direction
 26 years of banking & customer service experience
EM PL OYM ENT
H&R Bl ock – Ho ll y Sp ri ng s, GA Ja n 20 15 –
Pre se nt
Customer support with scheduling appointments & questions.
He nssl er Fi na ncial , LL C – Ke nn esaw , GA N ov 2 013 – Aug
2 014
Executive Ad mi ni stra ti ve Assi sta nt
Provided support to the Chief Operating Officer on projects regarding
the operations of Henssler
 Updated Policy, Procedures and checklists in regards to working
between Henssler, Tamarac and Schwab
 Worked with Advisors on the Task Tracker to fulfill the request of
their clients at Schwab that included; wires, buy/sell/move of
securities and cash, checks and IRA distributions
 Responsible for RMD spreadsheet that included IRA’s and Inherited
IRA’s
Acru We al th , LL C – Wo od stock, GA
A unique company that assists clients with Banking, Insurance,
Investments, Tax and Estate Planning through the partnership of
Community and Southern, The Henssler Financial Group and Acru
custody.
Tr an sa ctio n Spe ci al ist
 Assist clients with their documentation for new banking & brokerage
accounts
 Switched over clients online banking information including bill pay
 Built budgets for clients through Finance Works
 Provided support for the Wealth Strategist
 Facilitated the needs of the office to make sure it ran efficiently with
supplies and marketing material
 Maintained the monthly Insurance commission report
 Provided support to Acru’s Certified Trust Financial Advisor when
named as an executor to an estate
M ay 2 01 1 – No v 20 13

2. Tr ust Ope ra ti on s Asso ci ate
 Schedule remittances/receipts/ACH debit, credits and transfers.
 Trade settlement (pending, affirmation and trades)
 IRA receipts and disbursement
 Daily reconciliation of Acru accounts and transactions
 Assist with tax processing
 Created wires & checks
 Set up Brokerage and IRA accounts and online access
 Provide customer support
Fi rst Ch ero kee Ba nk - Wo od stock, GA
Cu stom er Se rvice
 Processed online new account requests
 Open, closed and maintenance of accounts
 Trained and mentored employees with opening new accounts and
procedures
 Kept current on banking products and regulations
 Assist tellers with overrides
 Provided notary service
Achi evem en ts:
 2010 Employee of the year
Re gi ons Ba nk - C an to n, GA
M ar ch 20 07 – M ay 2 011
Aug . 2 00 3 -Jul y 2 006

3. Assistan t M an ager & Assi sta nt Ban ki ng Offi ce r
 Assisted the Branch Manager in achieving goals set for the branch
 Assisted the Head Teller to train a productive teller line
 Fulfilled the duties of weekly reports and Friday sales meeting in the absence of the Manager
 Responsible for maintaining a loan portfolio of customers to make sure all their banking needs were
met
 Made cold calls to obtain customer’s business
 Maintained monthly work schedule for the branch
 Preformed the annual and monthly audit for the branch
 Reported any maintenance the branch or equipment required
 Handled any security issues during and/or after hours of operation
 Responsible for determining if employees took their required computer base and regulatory training
on a monthly basis
Re gi ons Ba nk a/k/a Etow ah Ban k, C an to n, Ge or gi a Ma y 19 99 – Aug . 2 003
Cu stom er Se rvice R ep resentative III
 Open, closed and maintenance accounts and loans
 Sold credit life and disability insurance with loan agreements
 Handled duties including answering phone, greeting customers and directing them to the appropriate
department
 Assisted customers in reconciling their statement
 Balanced General Ledgers
Eto wa h Ba nk, C an to n, Geo rg ia . Oct. 19 96 – Ma y 19 99
Ad mi ni stra ti ve Assi sta nt
• Provided administrative and secretarial support including appointments, correspondence,
organizing and maintaining files for the Senior Credit Officer of the bank.
• Assisted in the meeting preparation of clients held inside and outside of the office
• Performed duties of sensitive and confidential material
• Gathered terms and agreements for the preparation of loan documentation
• Distributed draws and balanced draws sheets for multi-million dollar loans
Eto wa h Ba nk, C an to n, Geo rg ia . Ja n. 19 95 – Au g. 19 96
Assistan t H ea d T el le r
• Responsible for balancing a teller window, vault, Cashier Checks and Travelers Cheques on a daily
basis.
• Handled vault transactions for tellers and Federal Reserve
Wa ch ovia Ban k, C an to n & Cu mm ing , Ge or gi a Ju ne 19 88 – Jan . 19 95
Te ll er / CSR & Sr. T el le r / C SR Fl oa te r
• Performed teller and customer service representative duties
• Traveled to the branches in the Forsyth County area in order to keep the branches staffed
EDU C AT ION
 High School Diploma - Cherokee High School, Canton, Georgia – 1988
 Associates Degree in Business - University of Phoenix, Online Program
C ON TINU IN G EDU C AT ION
 Sales & Practice Management – Cannon Financial Institute – 2011

4.  Client Interaction Skills – Cannon Financial Institute - 2011
 IRA – Beyond the Basics – Community Banker Association – 2009
 When a Deposit Customer Dies – Community Banker Association - 2009
 Certificate in Laws in Banking - Reinhardt University, Waleska, Georgia – 1995
 Certificate in Principles of Banking – Reinhardt University, Waleska, Georgia – 1995
Pla tfo rm Expe ri en ce/Othe r Re so ur ces:
CRM, SharePoint, Tamarac, Schwab, SunGard AddVantage, SunGard Weblink, Jack Henry Silver
Lake, Vertex and Streamline. Intuit, Digital Insight, Microsoft Windows 95, Microsoft Office 7 & 10
and Evernote. Finance Works, Salesforce, Facebook, Twitter, Hootsuite and LinkedIn.