Uwharrie Bank
Founded: 1984 Parent organization: Uwharrie Capital Subsidiaries: BOS Agency Inc, STRATEGIC ALLIANCE Corp
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Uwharrie Bank Employees
Catawba College May 2014 - Present
Uwharrie Bank December 2010 - December 2013
Uwharrie Capital Corp May 2013 - August 2013
National Sportscasters and Sportswriters Association & Hall of Fame February 2013 - June 2013
Education
Catawba College 2010 — 2014
Bachelor's Degree, Marketing
Bank of America April 2015 - Present
Bank of America June 2014 - April 2015
Bank of America June 2013 - June 2014
Pfeiffer University May 2012 - August 2012
Uwharrie Bank May 2011 - August 2011
Skills
Customer Service, Sales, Microsoft Office, Marketing, Retail Banking, Retaining Customers, Universities, Marketing Communications, Six Sigma, Supply Chain Management, Supply Management, Sales Presentations, Proofreading, Communication, Financial Regulation, Facebook, SharePoint, Process Improvement
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Uwharrie Bank January 2005 - Present
Skills
Customer Service, Credit, Customer Relations, Mentoring, Fundraising, Underwriting, Loans, Commercial Lending, Commercial Banking, Relationship Management, Portfolio Management, Mortgage Lending, Retail Banking, New Business Development, Risk Management, Consumer Lending, Small Business Lending, Banking, Analysis, Management, Microsoft Office, Finance
Education
North Carolina School of Banking 2007 — 2011
Catawba College 2000 — 2005
Bachelor of Science, Business Administration; Marketing
Albemarle High School 1996 — 2000
Business, Management, Marketing, and Related Support Services
Uwharrie Bank November 2013 - Present
Cabarrus Bank & Trust May 2002 - November 2013
First Charter Bank 2000 - 2002
Cabarrus Bank of NC 1998 - 2000
Skills
Banking, Customer Relations, Excel, Customer Service, Microsoft Office, Attention To Detail, Organizing, Microsoft Excel, Loans, Small Business Lending, Credit, Credit Analysis, Auditing, Finance
Education
East Carolina University 1989 — 1994
BA, Psychology
Concord High School 1985 — 1989
Stanly Community College 2010 — 2012
Forensic Accounting
Uwharrie Bank May 2009 - Present
Skills
Management, Customer Service
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor’s Degree, Finance, General
Uwharrie Bank March 2015 - Present
Wells Fargo June 2004 - March 2015
Wells Fargo June 2004 - 2012
Skills
Commercial Lending, Small Business Lending, Credit, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Real Estate, Lines Of Credit, Non-profit Volunteering
Education
UNC Charlotte 2001 — 2003
Bachelor of Science (BS), Finance and Risk Management
BB&T July 2015 - Present
The Montessori School of Raleigh February 2015 - May 2015
Meredith College August 2012 - May 2015
Meredith College (The Meredith Fund) April 2012 - May 2015
Uwharrie Bank May 2013 - January 2015
Moose Pharmacy August 2010 - August 2012
Skills
Teamwork, Microsoft Excel, Time Management, Written Communication, Customer Service, Data Entry, Teaching, Critical Thinking, PowerPoint, Microsoft Word, Leadership
Education
Meredith College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Uwharrie Bank March 2006 - Present
Skills
HVAC, Purchasing, Contract Management, Budgets, Contract Negotiation, Process Scheduler, Project Management, Energy Efficiency, Operations Management, Energy, Supervisory Skills, Air Conditioning, Customer Service
Education
King's College
Accounting
Uwharrie Capital Corp July 2006 - Present
Uwharrie Investment Advisors January 2012 - Present
Uwharrie Capital Corp May 2008 - March 2012
Uwharrie Bank July 2006 - May 2008
Skills
Customer Service, Leadership, Banking, Microsoft Office, Project Management, Series 7, Public Relations, Analysis, Research, Marketing, Uniform Combined State..., Management, Budgets, Problem Solving, Customer Satisfaction, Series 66, Portfolio Management, Strategic Planning, Investments, Financial Analysis, Public Speaking, Asset Management, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA, Certified Investment Management Analyst
University of North Carolina at Charlotte 2011 — 2013
MBA, Business Finance
Pfeiffer University 2006 — 2010
Business Administration, Economics
Uwharrie Bank June 2004 - Present
First Charter Bank June 1972 - May 2004
First Charter Bank June 1972 - May 2004
Skills
Customer Service, Banking, Commercial Banking, Strategic Planning, Credit, SaaS, Loans, Financial Analysis, Risk Management, Credit Analysis, Portfolio Management, Small Business Lending, Underwriting, Insurance, Retail Banking, Finance, Mortgage Lending, Commercial Lending, Credit Risk, Consumer Lending, Treasury Management
Education
University of North Carolina at Chapel Hill 2002 — 2007
Banking, Finance
Central Piedmont
Uwharrie Bank August 2004 - Present
Skills
Customer Service, Banking, PowerPoint, Microsoft Excel, Microsoft Word, Windows 7, Mac OS, Outlook, Deposits, Financial Services, Telephone Skills, Microsoft Office, Customer Satisfaction, QuickBooks, Acting, Loans
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General