Adan Ortiz
Laveen,AZ
Summary
Well-rounded individual and a positive hardworker. From leading machinery to providing the best customer service our members and clients deserve. My customers are always in the center of everything I do. I have worked in customer experience and in a variety of types of physical labor for more than 7 years.
Overview
5
5
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Phoenix, AZ
07.2024 - Current
- As a Association Personal Banker here at Wells Fargo, my responsibilities are diverse from helping in the teller line when needed to assisting customers with personal and financial needs. As a personal banker one of my main responsibilities is to assist our customers reach their financial goals as well as offer advice and guidance, I am able to do this by uncovering needs such as CD’s, Credit Cards, Personal and Business accounts as well as referrals to out FA’s and Mortgage representatives. I help my customers in other ways as well such as helping them understand their online and mobile banking needs to further their knowledge as to things they are able to do from their comfort of their home.
Experience Specialist
Desert Financial
05.2023 - 06.2024
- Currently leading my branch and #9 in our district in sales, simply by educating our members and uncovering needs based on their financial goals. I build a relationship with every interaction by building rapport, while exceeding my monthly metrics. I provide the best customer service and offer our members a variety of products like CDs, trusts, wills, mortgage products, secured/unsecured loans and partner with all lines of business, like referring members to our Wealth Advisors to improve our client's financial situation.
Teller
Wells Fargo
07.2021 - 03.2023
- As the first point of contact for our customers, my responsibilities at Wells Fargo as a teller were to provide my customers with excellent customer service and processing transactions for them behind the teller line, that included receiving deposits, loan payments, cashing checks, and withdrawals. I built a relationship with every customer I interacted with by asking questions, and educating them by providing online tools and solutions to reach their financial goals. Maintained a cash drawer daily, including cash handling and balancing.
Education
High School - undefined
Cesar Chavez High School
Laveen, Arizona05.2016
Skills
- Fluent in English and Spanish
- Fast Learner
- Knowledge of proper cash handling procedures
- Attention to detail
- Risk management and compliance
- Technical financial knowledge
Timeline
Associate Personal Banker
Wells Fargo
07.2024 - Current
Experience Specialist
Desert Financial
05.2023 - 06.2024
Teller
Wells Fargo
07.2021 - 03.2023
High School - undefined
Cesar Chavez High School