Amber O. Straley
Smithfield
Summary
Professional with significant expertise in team leadership and operational management. Skilled in conflict resolution, process optimization, and strategic planning, with flexible approach to evolving business needs. Known for reliability, strong communication, and fostering productive work environment. Adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Overview
18
18
years of professional experience
Work History
Client Services Associate
Raymond James Financial Services
05.2021 - Current
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Reviews, assesses and responds to all corporate action items and client account alerts
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received
- Pays all Office bills
- Yearly Audit Review
Disbursing Accounts Services Supervisor
Department of State Treasurer
10.2020 - 05.2021
- Troubleshoot daily functions of the unit, utilizing sufficient knowledge of each area in order to detect and resolve issues in a timely manner.
- Provide positive customer service experiences while interacting with the agencies who own disbursing and STIF accounts through DST
- Supervise employees through observation, guidance and coaching. Formal work planning and review sessions with individual meetings with employees held regularly throughout the year.
- Provide counseling and direction.
- Plan and coordinate the operational needs of the Disbursing Account Services Unit (DASU)
- Troubleshoot and provide customer service for the Core Banking Systems (CBS) Help Desk
- Direct and manage staff and make changes to workload distribution as necessary to coordinate the operational duties of the Disbursing Account Services Unit.
- Provide strategic planning assistance to management.
- Knowledgeable of governmental banking, reporting, and statutory requirements
- Analyze and evaluate complex banking, financial and operational transactions and performance data
- Strong interpersonal skills, excellent verbal and written communication skills and high ethical standards.
Office Manager/Payroll Specialist
Gates Concrete and Construction
10.2018 - 10.2020
- Prepare direct deposit files to be uploaded to the bank
- Prepare bi-weekly Federal, State, and FICA taxes
- Update payroll through reconciling various system-generated reports.
- Audit and review payroll reports to ensure accuracy
- Interact with employees at all levels to explain and resolve payroll issues, including use of timekeeping software
- Calculate and manage Law Enforcement Officers’ Allowance
- Research and resolve payroll issues related to IRS, NC retirement System, FLSA, tax garnishment, Workers Compensation, Military Leave, and other Town benefits
- Coordinates employee reimbursements that are processed through payroll
- Prepare remittance of child support garnishment
- Balance and enter monthly benefit payments
- Serve as Administrator for the business credit card to include analysis of spend habits, limits on cards, address escalated questions on interpretation of the standard procedure, ensure timely approval of transactions, accurate posting and reconciliation of transactions.
Relationship Manager
KS Bank, Inc.
01.2018 - 09.2018
- Oversee daily operations for the branch
- Enduring adequate staffing
- Managing customers loan portfolios
- Ability to make prudent decisions that are timely and well researched
- Developing new business, generating leads, expanding current business
- Client base and developing revenue opportunities
- Supervise and direct people to meet department goals
- Ability to motivate and manage staff
- Knowledge of Policies and Procedures from Compliance Regulations
- Involvement in community focus and business environment
- Perform Customers Cash Flow and Tax Analysis
Retail Banking Officer
Four Oaks Bank and Trust
11.2014 - 12.2018
- Microsoft Office/Excel/Word
- Produce Personal and Business Cash Flows and Tax Analysis
- Judgment calls on approving or denying loan requests
- Keeping Customer information up to date and organized
- Attention to detail when reviewing customer loans
- Time Management with multiple job duties
- Providing excellent customer service
- Direct contact with the public
- Able to work in stressful environment
Assistant Credit Analyst
Four Oaks Bank and Trust
04.2014 - 11.2014
- Microsoft Office/Excel/Word
- Perform Cash flow and balance sheet analysis
- Timely and effective review of credit requests
- Time Management
- Reviewing loan packages and making appropriate recommendations
- Approve or deny loans
- Annual Reviews of large relationships
- Updating loans on their current status
- Site Inspections to review Loan Officer’s advances
- Monthly Board Reports for the Bank
Risk Management Assistant
Four Oaks Bank and Trust
11.2011 - 04.2014
- Microsoft Word and Excel
- Performing various monthly data analysis spreadsheets and reports for the Board of Directors
- Performing bank wide daily security reports
- Serving as the point of contact for the Bank’s internal website
- Serving as point of contact for the Bank’s Vendor Management Program
- Responsible for uploading monthly reports and serving as point of contact for Diligent Board books
- Performing monthly Internal Loan Reviews for the Bank
- Responsible for the monthly sample selection and preparation for the banks internal loan review
- Responsible for facilitating the Banks exam preparation
- Responsible for cross checking board reports from various areas prior to sending to the Board and Loan Officers
- Able to work in a stressful environment
- Time Management of multiple assignments
Loan Processor
Four Oaks Bank and Trust
12.2007 - 11.2011
- Microsoft Office/Excel/Word
- Keeping Customer information up to date and organized
- Balancing Multiple Floor Plan Line books daily
- Attention to detail when reviewing customer loans
- Time Management with multiple job duties
- Handling large amounts of money
- Providing excellent customer service
- Training of new Loan Processors
- Direct contact with the public
- Able to work in stressful environment
- Meeting several weekly deadlines
- Handling Business Events (Business Expos, Customer Appreciation Events)
- Setting up and Closing Customer Loan Closings
- Insurance Report Tracking
- Planning community events
Education
Early Childhood and Development
East Carolina University
Greenville, NC01.2006
Completion of Banking School
North Carolina Bankers Association
Chapel Hill, NC01.2017
Skills
- Microsoft Word, Works, Excel, Quick Books
- Excellent Verbal & Written Skills
- Monthly Balancing
- Scheduling of Appointments and Events
- Self Disciplined
- Money Management
- Outstanding Organizational skills
- Professional Demeanor
- Time Management
- Exceptional Personality and Customer Service Skills
- Notary
- Skilled in researching and resolving complex issues
- Proficient in interpreting guidelines, policies, and laws
- Effective at establishing productive working relationships with the public and colleagues
- Competent in preparing detailed financial reports
- Capable of organizing work and making independent decisions with minimal supervision
Awards
Presented with “Professionalism Award” by my peers in 2009 and 2010, Smithfield-Selma Chamber of Commerce, 2015 Ambassador, Member of the CWBN Committee, Member of the Rotary Club of Central Johnston County, Paul Harris Fellow Recipient, Golf Tournament Chair, Board Member of Partnership for Children of Johnston County, Executive Board Member of Partnership for Children of Johnson County, Elected Finance Committee Member for Centenary United Methodist Church, Board Member of Mothers Morning Out at Centenary United Methodist Church, The North Carolina School of Banking Certification
Timeline
Client Services Associate
Raymond James Financial Services
05.2021 - Current
Disbursing Accounts Services Supervisor
Department of State Treasurer
10.2020 - 05.2021
Office Manager/Payroll Specialist
Gates Concrete and Construction
10.2018 - 10.2020
Relationship Manager
KS Bank, Inc.
01.2018 - 09.2018
Retail Banking Officer
Four Oaks Bank and Trust
11.2014 - 12.2018
Assistant Credit Analyst
Four Oaks Bank and Trust
04.2014 - 11.2014
Risk Management Assistant
Four Oaks Bank and Trust
11.2011 - 04.2014
Loan Processor
Four Oaks Bank and Trust
12.2007 - 11.2011
Completion of Banking School
North Carolina Bankers Association
Early Childhood and Development
East Carolina University
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