Heather Merritt
Clarksville
Summary
Motivated financial services professional with experience supporting members in a fast-paced banking environment. Adept at reviewing accounts, identifying issues, and working with members to reach positive resolutions. Strong attention to detail, confidentiality, and commitment to providing excellent service while supporting the mission of a credit union.
Overview
10
10
years of professional experience
2007
2007
years of post-secondary education
Work History
Bank Teller
Fortera Credit Union
Clarksville
02.2025 - Current
- Process member transactions efficiently and accurately.
- Handled customer complaints with professionalism and empathy.
- Maintained confidentiality of bank records, transactions and customer information.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Researched customer inquires regarding their accounts using internal banking systems.
Income Maintenance Caseworker
Onslow County Department of Social Services
Jacksonville
08.2022 - 07.2023
- Conducting eligibility screening and running background informational checks on clients applying for Medicaid benefits.
- Daily operations include MS office programs, in person, phone, & email interactions with multiple clients a day, troubleshooting and deescalating client’s issues when within ability, operating county & state programs.
- Conducted background investigations on clients looking in their finances and assets.
Activities Director
Brook Stone Living Center
09.2020 - 08.2022
- Providing an activity and entertainment program for our nursing home clients.
- Engaging with residents regularly to ensure we're providing the best care.
- Monitoring and evaluating residents to ensure that there isn't any sort of decline in them and documenting accordingly.
Personal Banker
US Bank
09.2016 - 01.2019
- As a Personal Banker my tasks included building client relationships and assist clients both consumer and business with various needs such as opening accounts, business and consumer lending, account troubleshooting and resolutions, while also monitoring and reporting suspected fraudulent activities and entities.
- My specialties included opening complex accounts to include estates, trust, and business accounts.
- Researched customer inquiries and reported findings in a timely manner.
- Reviewed client documentation and contracts for discrepancies and mistakes.
Education
HIGH SCHOOL DIPLOMA -
White Lake Area Community Education
Skills
- Customer account management
- Confidential record handling
- Banking software proficiency
- Regulatory compliance
- Attention to detail
- Fraud detection
- Policy adherence
- Effective communication
Timeline
Bank Teller
Fortera Credit Union
02.2025 - Current
Income Maintenance Caseworker
Onslow County Department of Social Services
08.2022 - 07.2023
Activities Director
Brook Stone Living Center
09.2020 - 08.2022
Personal Banker
US Bank
09.2016 - 01.2019
HIGH SCHOOL DIPLOMA -
White Lake Area Community Education