Shelley Elam
Cedar Hill
Summary
Over 25 years of experience with Bank of America, demonstrating strong work ethic and adaptability to evolving banking environments. Committed to ongoing training to ensure compliance with banking and federal regulations. Proven ability to enhance client relationships by identifying financial needs and goals. Excellent communication skills, both oral and written, contribute to effective client engagement.
Overview
27
27
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch/Bank of America
Clarksville
01.2017 - 01.2023
- Positive impacts to our client's financial lives with every connection.
- Consider a client's whole financial picture and then develop a guided plan to support their best interest when it comes to their financial path.
- Working close with our Bank of America Specialists, GWIM, and US Trust partners to enhance our capabilities of fulfilling our client's financial needs.
- Actively works with prospects/clients building trust and credibility to ensure that all of their financial needs and priorities are being met.
- Goal oriented and driven to assist every client/prospect to make their financial lives easier and managed to their best interest.
Financial Advisor
Merrill Lynch
Clarksville
01.2015 - 01.2017
- Capable of sourcing clients through prospecting and networking.
- Consistently demonstrates strong follow through skills.
- Actively works with prospects/clients building trust and credibility to ensure that all of their financial needs and priorities are being met.
- Ability to obtain all the required licensing while maintaining the continuing education requirements.
- Goal oriented and driven for success.
Personal Banker
Bank of America
Clarksville
01.2007 - 01.2015
- Routinely working with consumer and small business clients to build and deepen relationships by uncovering financial needs and recommending and selling the best products, services and solutions to meet those needs.
- Building solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
- Ensuring the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals.
- Executing sales and service tactics, activities and processes, as appropriate.
- Proactively managing risk in every business, product, and service transaction leveraging available tools.
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
Sales and Service Specialist
Bank of America
Springfield
01.2002 - 01.2007
- Successful sales experience in a goal and/or incentive-based environment.
- Skilled in optimizing sales opportunities to existing and walk-in customers.
- Strong analytical and problem solving skills. Ability to derive innovative solutions.
- Demonstrates problem-solving and embraces the value of teamwork.
Teller
Bank of America
Springfield
01.1996 - 01.2002
- Ability to respond and assist customers with inquiries and/or problem resolution.
- Processes transactions accurately and efficiently in accordance with established policies and procedures.
- Ability to identify customer financial needs, goals, and objectives.
- Proficiency in basic computer skills.
Education
MBA - AI concentration
Austin Peay State University
Clarksville, TN12.2026
Bachelor of Arts - Accounting
Florida Institute of Technology
Melbourne, FL01.2015
Associates Degree - Science
Volunteer State Community College
Gallatin, TN01.2009
Skills
- Financial analysis
- Data visualization
- Risk management
- Customer relationship management
- Project management
- Team collaboration
References
References are available on request.
Awards
Award of Excellence Recipient, 3 time Award of Excellence Recipient (Top 10 associates of the market), 2000-2010
Education And Licensing
- Series 7 General Securities Representative Exam, 06/01/16
- Series 66 The Uniform Combined State Law Exam, 06/01/16
- Bachelor of Arts-Accounting, Florida Institute of Technology, Melbourne, FL, 01/01/10, 12/31/15
- Associates Degree in Science, Volunteer State Community College, Gallatin, TN, 01/01/05, 12/31/09, Math, Cum Laude Honors
Timeline
Financial Solutions Advisor
Merrill Lynch/Bank of America
01.2017 - 01.2023
Financial Advisor
Merrill Lynch
01.2015 - 01.2017
Personal Banker
Bank of America
01.2007 - 01.2015
Sales and Service Specialist
Bank of America
01.2002 - 01.2007
Teller
Bank of America
01.1996 - 01.2002
MBA - AI concentration
Austin Peay State University
Bachelor of Arts - Accounting
Florida Institute of Technology
Associates Degree - Science
Volunteer State Community College