Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Olivia Mota

2885 Devon Cirle ,NC

Summary

Dynamic financial advisor with proven success at Truist Bank, excelling in relationship building and analytical thinking. Expert in investment advice and customer service, I enhanced client satisfaction through tailored solutions and strategic account management. Recognized for streamlining operations, I consistently improved service delivery and fostered long-term client loyalty.

Overview

22
22
years of professional experience

Work History

Financial Advisor/ Customer Services

Truist Bank
02.2009 - 08.2018
  • Completed customer transactions with attention to detail, ensuring compliance with banking standards.
  • Assisted customers with account inquiries, providing timely and effective support to enhance customer satisfaction.
  • Maintained cash drawer integrity by reconciling daily transactions and identifying discrepancies promptly.
  • Collaborated with team members to streamline operations, improving overall service delivery in the branch.
  • Educated customers on banking products and services, promoting features that aligned with their financial goals.
  • Analyzed transaction trends to identify potential areas for process improvement and enhanced efficiency in service delivery.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.

Teller

Bank of America
02.2007 - 08.2008
  • Completed customer transactions with attention to detail, ensuring compliance with banking standards.
  • Assisted customers with account inquiries, providing timely and effective support to enhance customer satisfaction.
  • Maintained cash drawer integrity by reconciling daily transactions and identifying discrepancies promptly.
  • Collaborated with team members to streamline operations, improving overall service delivery in the branch.
  • Educated customers on banking products and services, promoting features that aligned with their financial goals.
  • Analyzed transaction trends to identify potential areas for process improvement and enhanced efficiency in service delivery.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.

Account Manager

Golf Design Inc
08.1996 - 08.2005

Contacted potential clients to increase sales opportunities.

  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Developed strategic account plans to enhance customer engagement and satisfaction.
  • Analyzed client needs to tailor service offerings, improving retention rates.
  • Established long-term customer relationships to enhance client loyalty and satisfaction.

Education

High School Diploma -

Cerritos College
Norwalk, CA

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Sales and marketing
  • Financial advising
  • Customer service
  • Fluent bilingualism
  • Problem-solving

Languages

Spanish
Professional Working

Timeline

Financial Advisor/ Customer Services

Truist Bank
02.2009 - 08.2018

Teller

Bank of America
02.2007 - 08.2008

Account Manager

Golf Design Inc
08.1996 - 08.2005

High School Diploma -

Cerritos College
Olivia Mota