Olivia Terrelonge
Charlotte,NC
Summary
Innovative financial professional with over five years of experience in banking and financial services. Demonstrated expertise in product development, strategic engagement, and market analysis. Proven ability to leverage customer insights and facilitate collaboration to deliver customer-centric solutions. Seeking to contribute to innovative product initiatives and enhance digital experiences for target segments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Technical Financial Support
LPL Financial
10.2023 - Current
- Collaborate with cross-functional teams to develop and implement innovative solutions that improve financial software and systems, enhancing customer experience
- Analyze user feedback and conduct tests to measure client demand, informing enhancements to financial products
- Prepare detailed reports and training materials, ensuring effective communication of new product features and benefits to stakeholders.
Associate Account Manager
TD Bank
03.2019 - 09.2023
- Managed relationships with key clients, analyzing needs to deliver tailored financial solutions that increased customer satisfaction and retention
- Coordinated with internal teams to implement go-to-market strategies for new product offerings, utilizing competitive benchmarking and market analysis
- Identified and prioritized growth opportunities, contributing to strategic decision-making through detailed market insights.
Phone Banker
Wells Fargo
09.2016 - 02.2019
- Provided exceptional customer service in a high-volume environment, addressing inquiries and offering solutions that aligned with customer financial goals
- Contributed to team sales objectives by identifying customer needs and promoting relevant banking products.
Education
Bachelor of Business Administration - Finance
University of North Carolina At Greensboro
Greensboro, NCSkills
- Product Development & Innovation
- Market Analysis & Competitive Benchmarking
- Strategic Thinking & Planning
- Excellent Communication & Collaboration
- Customer Relationship Management
- Strong Analytical & Problem-Solving Skills
- Leadership & Team Development
- Proficient in Microsoft Office Suite
Certification
Certified Scrum Master
Agile in Project Management
Timeline
Senior Technical Financial Support
LPL Financial
10.2023 - Current
Associate Account Manager
TD Bank
03.2019 - 09.2023
Phone Banker
Wells Fargo
09.2016 - 02.2019
Bachelor of Business Administration - Finance
University of North Carolina At Greensboro
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