Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alissa Ortiz

Albuquerque,NM

Summary

Banking professional with extensive experience at New Mexico Bank & Trust, specializing in sales conversion and customer relationship management. Expertise in financial analysis and regulatory compliance, consistently identifying cross-sell opportunities to enhance client engagement. Proven ability to achieve key performance metrics and drive customer satisfaction.

Overview

2
2
years of professional experience

Work History

Person Banker I

New Mexico Bank & Trust
02.2025 - 07.2025
  • Company Overview: a division of UMB Bank, n.a.
  • Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers’ needs
  • Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
  • Achieving your daily key performance metrics while balancing competing priorities
  • Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
  • Other job duties as assigned
  • A division of UMB Bank, n.a.

Teller

Wells Fargo
08.2024 - 02.2025
  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive directions from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers’ financial needs

Contact Center

Sandia Laboratory Federal Credit Union
02.2023 - 07.2024
  • Assists members and potential members with their telephone and online requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Performs member requested transactions such as: account to account transfers, loan payoff, Skip-A-Pay for loans, stop payments, account maintenance, address changes, closing accounts, process Share Certificates renewals, loan and credit card payments.
  • Open new subaccounts and Share Certificates over the phone.
  • Continuous learning of CU products and services.
  • Partner with our members to identify cross-sell opportunities by actively listening to the member’s needs. Once the need is identified, educate the member on the features and benefits of the service/product and ask for the business.
  • Provide online, bill pay and mobile access assistance to include troubleshooting and walking the member through enrollment.
  • Demonstrate urgency by completing member and potential member requests in a timely and accurate manner.
  • Handle escalated calls objectively with a high degree of problem solving and member retention skills.

Education

Sandia High School Diploma -

Sandia High School
Albuquerque, NM
05.2013

Some College (No Degree) -

Central New Mexico Community
Albuquerque, NM

Skills

  • Financial analysis
  • Regulatory compliance
  • Risk management
  • Sales conversion
  • Transaction processing
  • Customer relationship management

Timeline

Person Banker I

New Mexico Bank & Trust
02.2025 - 07.2025

Teller

Wells Fargo
08.2024 - 02.2025

Contact Center

Sandia Laboratory Federal Credit Union
02.2023 - 07.2024

Sandia High School Diploma -

Sandia High School

Some College (No Degree) -

Central New Mexico Community

Similar Profiles

CREATE PROFILE