Olivia Downey
Statesville,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
5
5
years of professional experience
Work History
Relationship Banker
Truist Bank
Statesville, NC
05.2025 - Current
- Build and maintain strong client relationships through proactive outreach and personalized financial guidance.
- Assist clients with opening and managing accounts, loan applications, and digital banking services.
- Ensure full compliance with regulatory and internal policy requirements during all transactions.
- Identify opportunities to cross-sell banking products such as credit cards, loans, and overdraft solutions.
- Support branch sales goals by recommending appropriate financial products based on client needs.
- Deliver exceptional customer service through clear communication and timely follow-up.
- Collaborate with branch team members to meet performance targets and enhance overall service delivery.
Universal Banker II
United Community Bank
Statesville, NC
07.2024 - 04.2025
- Helped customers open accounts, apply for loans, and make sound financial decisions.
- Ensured compliance with all regulatory requirements during account opening and management.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Drove branch sales and portfolio growth by recommending financial products to prospective customers.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Followed operational standards promoting security, risk management, and compliance.
- Expanded customer relationships through regular follow-up and rapport building.
- Participated in training sessions for new banking products and services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Production Associate
Kahne Screen Print
Statesville, NC
09.2022 - 06.2023
- Organized project components according to workflow.
- Set up and tended equipment with machine operators to complete runs.
- Attended training sessions to increase machine operating skills.
- Maintained detailed project specification records and issued work orders to outside vendors.
- Maintained safety and quality standards.
- Collaborated with team members to achieve daily goals.
Sales Associate
Michaels Craft Store
Statesville, NC
08.2021 - 05.2023
- Answered incoming calls and provided product and service information.
- Developed trusting relationships with customers through personal connections.
- Worked with sales team members to achieve group targets.
- Engaged customers to determine needs and recommend products.
- Sold products by explaining features and proper usage.
- Collected payments and provided accurate change.
- Trained new team members in register operation, stock procedures, and customer service.
Education
High School Diploma -
Pathway Christian Co-Op
Huntersville, NC05-2023
Skills
- Product Knowledge
- Client Account Management
- Account Security
- Customer Service
- Cross-Selling Products
- Online Banking Support
- Customer Relationship Management
- Teller Support
- Partner Referrals
- Team Collaboration
- Regulatory Compliance
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cross-selling products
Timeline
Relationship Banker
Truist Bank
05.2025 - Current
Universal Banker II
United Community Bank
07.2024 - 04.2025
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