Olivia Moase
Mooresville,North Carolina
Summary
Motivated and detail-oriented banking professional with a strong foundation in financial services, customer relations, and risk assessment. Driven and dedicated in providing high quality service, supporting growth, and contributing to a team that values integrity and professional development.
Overview
5
5
years of professional experience
Work History
Roving Associate Personal Banker
Wells Fargo
05.2024 - Current
- Provided customer service to customers, including answering questions and resolving issues.
- Referred customers to financial partners, assisting consumer and business clients.
- Conducted account openings and closings.
- Greeted customers upon entering the bank and directed them to appropriate associate or services.
- Cross-sold banking products such as credit cards, loans and accounts.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Maintained accurate records of all transactions conducted throughout the day.
- Obtained notary certification.
- Travel from branch to branch, adapting to and managing relationships at various locations in the district.
- Reviewed and uncovered financial needs while tailoring banking options for customers.
- S.A.F.E certified.
Personal Banker
First Bank
04.2023 - 04.2024
- Conducted account openings and closings for clients.
- Provided customer service to clients, including answering questions and resolving issues.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Cross-sold banking products such as credit cards, loans, and account options.
- Responded promptly to customer emails, phone calls and requests for information.
Teller
Wells Fargo
04.2022 - 04.2023
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customer identification to ensure compliance with risk and regulations.
- Balanced cash drawers and vaults daily.
- Provided exceptional customer service while accurately processing routine transactions.
- Maintained cash drawer accuracy, ensuring adherence to company policies and procedures.
- Processed customer transactions promptly, minimizing wait times.
Assistant Manager
GB Shoes
04.2022 - 09.2022
- Provided guidance and support to staff members on daily tasks, projects, and objectives.
- Monitored employee attendance, timekeeping, and payroll information.
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
- Assigned daily tasks to team members to optimize group productivity.
- Greeted customers and provided exceptional customer service.
- Organized stockroom shelves according to size, color or style.
Assistant Manager
Fiore Boutique
04.2021 - 04.2022
- Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Tracked sales performance metrics to identify trends in the marketplace.
- Developed content for various social media platforms including Facebook, Twitter, Instagram, YouTube, and Snapchat.
Sales Associate
Fiore Boutique
04.2021 - 04.2022
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Processed transactions using a point-of-sale system.
- Provided accurate information about products, prices and services.
- Demonstrated product features and benefits for customers' needs.
- Restocked shelves as needed to ensure sufficient inventory levels.
Education
High School Diploma - International Baccalaureates
Greer High School
Greer, South Carolina12-2020
Skills
- Customer service
- Sales acumen
- Change agility
- Relationship building
- Financial knowledge
- Technical proficiency
Timeline
Roving Associate Personal Banker
Wells Fargo
05.2024 - Current
Personal Banker
First Bank
04.2023 - 04.2024
Teller
Wells Fargo
04.2022 - 04.2023
Assistant Manager
GB Shoes
04.2022 - 09.2022
Assistant Manager
Fiore Boutique
04.2021 - 04.2022
Sales Associate
Fiore Boutique
04.2021 - 04.2022
High School Diploma - International Baccalaureates
Greer High School