Olivia Williams, LMSW

Experience

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  JPMorganChase

  May 2005 - Dec 2007

  Licensed Personal Banker

  • Provide personal financial counseling, assist with lending services and build relationships with existing customers to sustain high satisfaction ratings and retention • Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals• Obtained Series 6, Life and Health and Series 63 licensing in order to expand relationships with existing and new clients with their investments and retirement planning Show less

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  Capital One

  Jan 2008 - May 2010

  Personal Banker

  • Identify and assess financial needs that help clients improve their finances by enhancing their knowledge and access to tools provided by bank • Employ need-based assessment tools and sell appropriate solutions for the goal of deepening client relations• Ensure compliance for all audit and security policies according to Federal regulations

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  Communities In Schools of North Texas

  Sept 2016 - Dec 2016

  Intern

  • Oversee 10 middle school students classified as “At Risk” and empower them to use their skill sets• Implemented a new technique for improved rapport building and communication with students• Lead lunch groups to teach organizational skills, study skills and communication skills while providing a safe place for students to disclose personal information relevant to them

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  United Way of Denton County

  Jan 2020 - now

  • Director of Education, Housing, & Workforce Initiatives

    Oct 2020 - now

  • Pathways Case Manager

    Jan 2020 - Oct 2020