Olivia Walters Email & Phone Number

Charlotte, North Carolina, United States

• Enhance client engagement and loyalty across 100+ businesses ranging from $10MM-$50MM in revenue through a diagnostic sales approach, exemplified by conducting Business Process Reviews to thoroughly assess Payables and Receivables procedures• Drive improvements in client profitability by conducting Relationship Reviews focusing on cash management automation, liquidity strategy, and fraud mitigation techniques• Lead clients through the implementation of the Treasury Management Platform, PINACLE® — PNC’s corporate online and mobile banking portal — ensuring seamless integration by verifying service alignment and providing personalized guidance on platform orientation• Supervise a team of four analysts by delegating relevant tasks — such as creating pricing proformas, formulating liquidity strategies, and compiling Relationship Review data points — fostering their professional growth and enhancing team efficiency• Led the successful execution of the first Real-Time Payment (RTP®) transaction exceeding $100,000 nationwide, pioneering innovation within the banking industry following The Clearing House's expansion of the RTP® transaction limit from $100,000 to $1MM• Surpassed annual sales targets by 120% on average, demonstrating a consistent pattern of outperforming projections year after year• Played a key role in driving product innovation by participating in multiple pilot test groups for new initiatives, such as developing a price quoting method using Salesforce and streamlining the client onboarding process• Championed proactive outreach initiatives for the conversion of BBVA clients to PINACLE® following PNC’s acquisition of BBVA, facilitating seamless acclimation and transition

Charlotte, North Carolina, United States

• Manage client and prospect relationships with revenues of $10MM-$50MM in the greater Charlotte, NC, Columbia, SC, Greenville, SC, and Asheville, NC areas• Grow sales, revenue, and market share with relevant sales goals through relationship management with new and existing clients• Identify and mitigate different types of risk, such as regulatory, reputational, and operational risks• Develop client relationships and opportunities by providing ideas and insights based on an understanding of the client’s needs• Understand client’s Order-to-Cash and Procure-to-Pay activities

Charlotte, North Carolina

• Collaborated with a team of nine Treasury Management Officers to support their business development efforts by creating pricing proformas, client-facing sales decks, and conducting related analyses• Provided additional support to the Southeast middle market and public finance team during a period of analyst vacancy• Partnered with Relationship Managers to promote Treasury Management products and solutions to clients during a vacancy in the Treasury Management Officer position• Completed the 11-week Introductory Credit Training (ICT) program, enhancing proficiency in credit language and enabling informed, risk-appropriate credit decisions at PNC

Charlotte, North Carolina Area

Beloit, Wisconsin

• Helped create and roll out three company-wide new initiatives • Developed a system to report the amount of inventory for each business unit by aging buckets, periods, and month on month movements to ensure efficient recording of inventory data• Created an insurance renewal model for Business Interruption and Asset Valuation claims in order to ensure correct budgeting and insurance and claims valuations• Assisted in establishing a system for global Notice of Products Claim to help direct over 70 employees in Customer Care and wrote a process document that explains how this new system works• Created more visibility for finance directors by researching inventory and pension account data