APRIL OLIVER

Provide support and work closely with Wealth, Financial and Trust Advisors to meet the objectives and needs of Wealth clients. I serve as the primary point of contact for most request from clients and advisors, playing a key role in interacting with clients. I work closely with a virtual team who I am able to delegate client and advisor operational request.

• Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
• Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
• Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
• Developed new business by actively prospecting potential customers and maintaining strong referral networks.

• Improved customer satisfaction by providing efficient and accurate transaction processing.
• Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
• Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
• Assisted customers with account inquiries, resolving issues promptly and professionally.