Curtis Barney

About Curtis Barney

I have a bachelor\'s degree in business, marketing, and related support services from Johnson C. Smith University, and a Lean Six Sigma White Belt Certification from the Management & Strategy Institute. I am currently a Wealth Document Custody Analyst at Truist, where I handle the custody and management of trust and wealth documents for high-net-worth clients. I have strong communication, relationship building, and analytical skills that enable me to deliver excellent customer service and ensure compliance with regulatory and operational standards.In my previous roles as a Customer Care Advocate and a Service Chat Banker at Wells Fargo, I demonstrated my ability to respond to complex inquiries and complaints from various stakeholders, perform research and analysis, process transactions, and resolve problems in a timely and courteous manner. I also contributed to the team\'s performance and customer satisfaction goals by providing feedback, suggestions, and support to my peers and managers. I am motivated by learning new things, solving challenges, and making a positive impact on the lives of others. I value diversity, inclusion, and collaboration, and I believe I can bring a unique perspective and experience to an organization.

Experience

1. Financial Crimes Analyst

   Truist

   Jan 2025 — Present

Education

• Johnson C. Smith University - JCSU

  Bachelor’s Degree, Business, Marketing, and Related Support Services

  2011 — 2016

Skills

• Microsoft Office
• Sales
• Management
• Customer Service
• Microsoft Excel