Shawnette Whitehead has over 26 years of experience in banking and customer service. She provides administrative support and handles customer needs. Her expertise includes relationship building, organization, team building, and requiring little direction. Currently she works at H&R Block providing customer support. Previously she held various roles such as an executive assistant, transaction specialist, trust operations associate, and assistant manager/assistant banking officer at companies including Henssler Financial, Acru Wealth, First Cherokee Bank, and Regions Bank. She aims to provide excellent customer support and administrative assistance to clients.
Administrative professional with strong analytical and critical thinking skills
Identified and resolved service related issues
Extensive sales and customer service experience
Call center expertise, handling up to 120 calls per day
Interviewed, hired, managed and coached up to 15 staff members
Analytical and skilled Financial Professional with a solid and progressive career providing core support financial functions to organizations.
Expertise in the analysis of financial data, tracking financial performance, operational reporting, and data control.
Adept at compiling and analyzing financial information, generating financial reports and documents, leading teams, and providing exceptional customer service.
Ability to analyze, draft, and process contract lease agreements.
Skilled at interpreting, applying, explaining, and ensuring full compliance with complex rules, regulations, and ordinances.
Recognized for evaluating general and financial accounting practices and procedures for efficiency, effectiveness, and accurateness and resolve procedure deficiencies.
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.