Victoria Olivera
Hollywood,FL
Summary
Detail-oriented banker with exceptional communication and project management skills. Recognized for a proactive approach to identifying and resolving issues while optimizing processes and supporting team objectives. Proven track record of successful collaboration in Treasury Services, mortgage solutions, and investment referrals. Committed to enhancing operational efficiency through strategic problem-solving, consistently delivering value to clients and the organization. Passionate about leveraging expertise to foster growth and innovation within the financial sector.
Overview
13
13
years of professional experience
Work History
Universal Banker II
Truist
01.2019 - Current
- I spoke with business clients and connected them with business relationship specialists to share the benefits of treasury services.
- My responsibilities also included establishing new relationships for the bank.
- Cultivated relationships with small business clients to understand financial needs and provide tailored banking solutions.
- Collaborated with cross-functional teams to streamline account opening processes, enhancing customer experience.
- Facilitated client consultations to discuss retirement goals and investment strategies.
- High volume of transactions, including, but not limited to: deposits, withdrawals, check verification, transaction review, currency verification, and fraud detection.
Front Desk Receptionist
The Eye Center & Sole on the Ocean
01.2015 - 01.2019
- Scheduled, coordinated and confirmed appointments and meetings.
- Managed front desk operations, ensuring efficient patient check-in and appointment scheduling.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Maintained transaction security by verifying payment cards against identification.
- Assisted with billing inquiries and insurance verification to support financial processes.
- Promoted adherence to HIPAA regulations within the reception area by implementing strict privacy measures when handling sensitive patient information.
Lead Teller
JP Morgan Chase & Co
01.2013 - 01.2015
- Managed daily cash operations, ensuring accuracy and compliance with bank policies.
- Trained and mentored junior tellers on procedures and customer service excellence.
- Oversaw transaction processing, reducing errors through meticulous attention to detail.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs, and resolving concerns.
- Informed customers about special promotions, and provided detailed information for various products.
Education
Bachelor of Science - Accounting
Florida Atlantic University
AA - Arts & Applied Science
Broward College
01.2019
Skills
- AML/ KYC/ Customer Due Diligence
- Bilingual (Spanish)
- Platform Expertise
- Microsoft Applications
- Transaction Monitoring
- Treasury services consultation
- Cross-functional collaboration
- Proactive approach
- Attention to detail
- Fraud detection
Timeline
Universal Banker II
Truist
01.2019 - Current
Front Desk Receptionist
The Eye Center & Sole on the Ocean
01.2015 - 01.2019
Lead Teller
JP Morgan Chase & Co
01.2013 - 01.2015
AA - Arts & Applied Science
Broward College
Bachelor of Science - Accounting
Florida Atlantic University