Olivia Williamson
Summary
Dynamic financial professional with a proven track record at Virginia Credit Union, excelling in customer service and sales expertise. Enhancing financial stability through strategic financial counseling and cross-selling. Proficient in Microsoft Office, fostering strong client relationships and delivering exceptional service to drive growth and satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Member Service Representative; Universal Branch Representative I/II; Financial Success Advisor
Virginia Credit Union
07.2021 - Current
- Delivered superior member service with accuracy and efficiency, enhancing customer trust.
- Promoted from Member Service Representative to Universal Branch Representative II within six months.
- Managed and expanded members, ensuring consistent growth.
- Certified as Notary Public to provide additional services to members.
- Sought opportunities to cross-sell financial solutions, aiding member stability.
- Conducted credit counseling by analyzing and discussing credit reports with members.
- Processed loan applications for underwriter review and recommendations.
- Fostered excellent relationships with Virginia Credit Union partners.
Financial Service Representative I/II/III
First Commonwealth Bank
05.2016 - 06.2021
- Developed and retained long-term and profitable customer relationships to maximize revenue growth.
- Responsibilities included opening new accounts, assisting customers with transactions, reviewing documents for accuracy or legal compliance, and verifying the identity of account holders.
- Interviewed loan applicants in order to obtain personal and financial data.
- Managed the loan pipeline process from beginning to end to ensure the swiftness and accuracy of client's financial needs.
- Utilized thorough analysis of client's finances to better assist them in finding the right solutions for their financial needs.
- Performed comprehensive analyses of client finances to identify optimal financial solutions.
Bank Specialist
Linda K Weis State Farm Agency
04.2015 - 05.2016
- Served as the point of contact for consumer accounts.
- Provided financial advising, and built professional relationships with clients based on trust and integrity.
- Analyzed customer relationships and proactively contacted customers with recommendations to assist them with achieving financial success.
- Developed and maintained relationships with internal partners to maximize sales opportunities.
- Resolved difficult customer situations effectively while delivering professional customer service and the highest level of customer satisfaction.
- Managed customer products and services including; Savings, Checking, Savings Certificates, and IRAs.
Education
High School Diploma -
Williamson Home School
Falls Creek, PA05-2007
Skills
- Customer service
- Notary public
- Sales expertise
- Microsoft Office proficiency
Certification
Notary Public
References
References available upon request.
Timeline
Member Service Representative; Universal Branch Representative I/II; Financial Success Advisor
Virginia Credit Union
07.2021 - Current
Financial Service Representative I/II/III
First Commonwealth Bank
05.2016 - 06.2021
Bank Specialist
Linda K Weis State Farm Agency
04.2015 - 05.2016
High School Diploma -
Williamson Home School