Ian Locklear
Wilmington
Summary
Experienced financial professional with a strong focus on providing exceptional customer service in the banking industry. Demonstrated expertise in identifying and resolving financial issues through efficient and ambitious approaches. Skilled in lending, teller work, collections, account procedures, and safe deposit boxes. Proven leader with a successful track record as a business owner, showcasing excellent leadership skills.
Overview
8
8
years of professional experience
Work History
Member Services Officer
North Carolina State Employees’ Credit Union
06.2022 - 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
- Key all required transactions into the Margo system and balance cash drawer with accuracy
- Initiate the following: wire transfers, stop payment and revocation requests, credit/ debit card requests
- Handle all online service issues regarding member access using relationship manager
- Knowledgeable in the following processes: vault custodian, TCD, coin sorter, ATM balancing
- Manage various collection lists such as negative checking accounts, savings accounts, past due credit cards, and returned items
- Assist members with rental properties and collections of rent payments
- Answer general phone inquiries
- Notarize documents as needed
- Processing various lending products such as auto loans, personal loans, and credit cards
Business Owner
Lumbee Outfitters LLC
09.2020 - Current
- Successfully manages day-to-day operations
- Implements coast-savings initiatives, optimizing operational efficiency and increasing profit margins
- Leads a high-performing team of 8 employees, fostering a results-oriented work environment
- Develops and executes comprehensive business strategies to expand customer base
- Orders merchandise and collaborates with logo designers
Financial Services Officer I
North Carolina State Employees’ Credit Union
03.2021 - 06.2022
- Presented and explained Credit Union products and services to members
- Performed daily member services such as opening and closing accounts and account research
- Identified and recommended products and services to members to build a financial relationship in alignment with the Credit Union’s business strategy
- Facilitated and managed resolution of member inquiries/requests
- Monitored input of required transactions into the Margo system and balanced cash drawer with accuracy
- Processed financial transactions including wire transfers, stop payment and revocation requests, credit/ debit card requests
- Knowledgeable in the following processes: vault custodian, TCD, coin sorter, and ATM balancing
- Provided oversite of various collection lists such as negative checking accounts/savings accounts, past due credit cards, and returned items
Millwork Pro Specialty Department
Lowes Inc.
09.2020 - 03.2021
- Prepared various door parts for customized door orders
- Provided project oversite to ensure customized doors are accurate in size and description
- Maintained inventory for special order department
- Met weekly and quarterly production goals
- Maintained a clean and safe work area
- Followed OSHA and facility safety requirements
Assistant Manager
Pembroke True Value Home Center
03.2019 - 07.2020
- Analyzed and purchased inventory to increase profits and sales
- Provided oversite of all inventory in the ERP system
- Addressed customer inquiries and complaints
- Processed returns, damages, and defective products
- Consulted with customers and vendors regarding special orders
- Oversaw cashiers and department staff
- Reconciled cash outages or shortages
- Obtained and verified invoices from vendors
- Sold building materials to new and existing accounts
- Acquired new accounts for lumber sales
- Managed customer charge accounts and credit limits
Financial Services Representative I
North Carolina State Employees’ Credit Union
09.2016 - 03.2019
- Presented and explained Credit Union products and services to members
- Performed daily member services such as opening and closing accounts and account research
- Identified and recommended products and services to members in order to build a financial relationship in alignment with the Credit Union’s business strategy
- Monitored input of required transactions into the Margo system and balanced cash drawer with accuracy
- Processed financial transactions including wire transfers, stop payment and revocation requests, credit/ debit card requests
- Knowledgeable in the following processes: vault custodian, TCD, coin sorter, and ATM balancing
- Provided oversite of various collection lists such as negative checking accounts/savings accounts, past due credit cards, and returned items
Education
B.S. - Business Administration: Management Concentration
University of North Carolina at Pembroke
Pembroke, NC01.2015
Skills
- Problem solving
- Team management
- Decision Making
- Customer Retention Strategies
- Finance & Accounting Oversight
- Microsoft Office
Timeline
Member Services Officer
North Carolina State Employees’ Credit Union
06.2022 - Current
Financial Services Officer I
North Carolina State Employees’ Credit Union
03.2021 - 06.2022
Business Owner
Lumbee Outfitters LLC
09.2020 - Current
Millwork Pro Specialty Department
Lowes Inc.
09.2020 - 03.2021
Assistant Manager
Pembroke True Value Home Center
03.2019 - 07.2020
Financial Services Representative I
North Carolina State Employees’ Credit Union
09.2016 - 03.2019
B.S. - Business Administration: Management Concentration
University of North Carolina at Pembroke
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