Summary
Overview
Work History
Education
Skills
Timeline
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Olivia Downey

Mooresville,NC

Summary

Dynamic Relationship Banker with a proven track record in client account management and regulatory compliance. Adept at cross-selling financial products and fostering strong customer relationships, driving branch sales and enhancing service delivery. Committed to excellence in customer service, helping clients, and achieving performance goals through collaboration and effective communication.

Overview

4
4
years of professional experience

Work History

Universal Banker II

United Community Bank
Mooresville, NC
07.2024 - 04.2025
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Ensured compliance with all regulatory requirements during the process of account opening and management.
  • Facilitated the loan application process, from documentation collection to approval communication.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Assisted clients in setting up online banking services, enhancing accessibility and convenience.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Personal Banker I

Fifth Third Bank
Mooresville, NC
07.2023 - 07.2024
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Collaborated with team members to meet branch targets and objectives.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Participated in training sessions regarding new banking products or services.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Followed operational standards, promoting security, risk management and compliance.

Production Associate

Kahne Screen Print
Mooresville, NC
09.2022 - 06.2023
  • Organized project components according to the workflow.
  • Set up and tended equipment with machine operators to complete runs.
  • Attended regular training sessions to increase machine operating skills.
  • Maintained detailed project specification records, and issued work orders to outside vendors.
  • Diligently maintained safety and quality standards.
  • Collaborated with team members to achieve daily goals and objectives.

Sales Associate

Michaels Craft Store
Mooresville, NC
08.2021 - 05.2023
  • Answered incoming telephone calls to provide store, products and services information.
  • Developed trusting relationships with customers by making personal connections.
  • Worked with fellow sales team members to achieve group targets.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.
  • Collected payments and provided accurate change.
  • Trained new team members in cash register operation, stock procedures and customer services.

Education

High School Diploma -

Pathway Christian Co-Op
Huntersville, NC
05.2023

Skills

  • Product Knowledge
  • Cash handling
  • Client Account Management
  • Account security
  • Customer service
  • Cross-selling products
  • Online banking support
  • Customer relationship management
  • Relationship building
  • Teller support
  • Cross-selling and partner referrals
  • Team collaboration
  • Regulatory compliance

Timeline

Universal Banker II

United Community Bank
07.2024 - 04.2025

Personal Banker I

Fifth Third Bank
07.2023 - 07.2024

Production Associate

Kahne Screen Print
09.2022 - 06.2023

Sales Associate

Michaels Craft Store
08.2021 - 05.2023

High School Diploma -

Pathway Christian Co-Op

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Olivia Downey