COURTNEY WILLIAMS
Hamilton,OH
Summary
Analytical Client Advisor proudly offering expertise in day to day account operation and treasury management products and services. Performing a wide variety of tasks, including implementation and proactive product selling. Skilled in task prioritization and relationship development, with a superb oral and written communication skills.
Overview
4
4
years of professional experience
Work History
Treasury Management Client Advisor I, CRE
Fifth Third Bank
Cincinnati, OH
06.2023 - Current
- Facilitate in day-to-day account maintenance and service requests.
- Identify areas for improvement in clients' current portfolio, proposing new treasury management products and services to maximize customer satisfaction.
- Collaborate with the client relationship team to contribute to client relationship reviews.
- Work alongside Implementation team to get new products and services implemented for clients.
Personal Banker II
Fifth Third Bank
Cincinnati
05.2021 - 06.2023
- Recommended banking products and services to customers based on individual needs.
- Collaborated across departments to process investment, mortgage, and insurance referrals.
- Demonstrated self-service options available via mobile and internet banking, helping customers to utilize valuable and convenient transaction opportunities.
- Obtained credit records from reporting agencies to aid in the decision-making process for each application.
Store Management Intern
Kohls
Cincinnati
05.2020 - 12.2020
- Increased sales in a single department by 14% to the district over a month period
- Coached associates on selling and meeting daily credit goals
- Used company resources to learn functions of running a 15 million dollar store
- Analyzed Omni reports to create strategies to increase sales
Education
COMPLETED COURSEWORK TOWARDS BACHELOR OF SCIENCE IN BUSINESS, HUMAN CAPITAL MANAGEMENT AND LEADERSHIP -
Miami University Farmer School of Business
Skills
- Task Prioritization
- Relationship Development
- Problem-Solving
- Team Collaboration
- New Business Development
- Product Promotion
Timeline
Treasury Management Client Advisor I, CRE
Fifth Third Bank
06.2023 - Current
Personal Banker II
Fifth Third Bank
05.2021 - 06.2023
Store Management Intern
Kohls
05.2020 - 12.2020
COMPLETED COURSEWORK TOWARDS BACHELOR OF SCIENCE IN BUSINESS, HUMAN CAPITAL MANAGEMENT AND LEADERSHIP -
Miami University Farmer School of Business
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