James Merritt has over 5 years of work experience in banking, healthcare, and accounting. He currently works as a Personal Banker at Wells Fargo, where he helps customers achieve financial success by recommending products and services. Previously he worked as a Pharmacy Technician at Cone Health Women's Hospital and as an Accountant/Bookkeeper at Discount Furniture World. Merritt is pursuing a Master's in Accounting from the University of Phoenix and holds a B.A. in Political Science from UNC-Chapel Hill. He has extensive skills in Microsoft Office, accounting systems, and customer service.

1. James Merritt
50307 Governors Drive
Chapel Hill, NC, 27517
336-380-0537
jmerritt007@gmail.com
Work Experience
WellsFargo
Personal Banker 1 June 2014-Present
 Helped customers achieve financial success,by recommending products and services that will benefit
their financial portfolios.
 Experienced in all of Wells Fargo’s internal systems including:Store Vision Portal,Hogan,Client
Systemlink, CAS systems,and all other bank related operatingsystems.
 Experienced in opening and maintainingall types of personal and businessdepositand creditaccounts.
 Experience deliveringexcellentcustomer service in a highly demandingatmosphere that requires
organization, face-to-facecustomer, and supervisor interactions.
 Worked effectively on projects in a team based atmosphere, where the free exchange of ideas was
encouraged.
Teller October 2013-June 2014
 Experience providingexcellentcustomer servicein a high paced environment.
 Handleconfidential information in a professional,ethical manner.
 Accurately manage largevolumes of cash deposits and withdrawals on a daily basis.
Cone Health-Women’sHospital
Pharmacy Technician 2009-2013
 Swiftly and correctly calculatedosages, dispensemedications,prepareprescription labelsand fill
prescriptions for approval by pharmacists.
 Proficientin the handlingof HIPAA sensitivematerials
 Competent in all forms Adult and Neonatal IV medications,includingboth manually drawn doses,mixing
and/or dilutingmedications, and operatinga BAXA-2400 to make TPN’s for NPO neonates in one of North
Carolina’sonly Level III NICU’s
 Trained in infection-control policies and protocols,as well as handling,drawingup,and deliveringof
chemo-therapy drugs.
 Research and resolvedosage conflicts,potentially harmful druginteractions,and other matters to ensure
patient safety/wellness and build customer loyalty.
 Perform daily Pyxis (CII safes computer monitoringsystem) inventory refills,by removing and counting
controlled substances and then deliveringthem to the satellitemachines.
 Daily useEPIC software programto monitor patient rooms, check medication times and orders, and verify
medication documentation.
Discount Furniture World
Accountant/Bookkeeper 2009-2012
 Worked with lendingagents at Wells Fargo and Regions to obtain financingfor customers.
 Helped accurately process accountsreceivable,accounts payable,and payroll duties on a weekly basis.
 Required a high level of organizational and technical skillsto ensurethe accountingfunctions were
accurate,on-time, and complete.
 Monitor and update the company’s internal control systems.
 Prepare quarterly and end-of-year financial statements to present to management

2. Education
University of Phoenix August 2014-Current
Master’s of Science in accounting (MSA)
 Estimated Degree date December 2015, (Currently 15 hrs with a 3.92 GPA)
 Onlineprofessional master’s degree so itwill not interfere with my work availability in anyway.
University of North Carolina at Chapel Hill 2002-2004 and 2011-2013
 B. A. in Political Sciencewith a specialization in Economics
 Classes beyond my major: Financial and Managerial Accounting (6 hrs),Micro and Macro Economics,
Economic Statistics,Calculus I and II,Physics,and Organicand Inorganic Chemistry.
Achievements and Technical Skills
 Proficientin MicrosoftWord,Excel, PowerPoint, Outlook, and Access
 Very skilled in Excel includingmulti-function equations,graphs,statistical analysis,and pivottables.
 Certificateof Advanced EPIC training
 Teller all-star every month at Wells Fargo
 Rfx certified teller (processed foreign exchange transactions)
 Business Advocate Certification achieved for Personal Banker 1 designation
 Certified Pharmacy Technician
 Excellent customer serviceand face to faceinteraction skills