Ares Ortega
Puyallup
Summary
Currently Financial Service Consultant II Offering Nearly 7 years of sales experience and 4 years of financial institution experience. Excited to help the community and get to know members and coworkers on a personal level.
Overview
7
7
years of professional experience
Work History
Financial Service Consultant II
Firefighters First Credit Union
03.2023 - Current
- Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
- Daily Teller Transactions including Withdraws, Deposits, Account Modifications, and New Share opening.
- New Account Opening Procedures for Personal, Business, And Minor accounts.
- Loan applications and Processing Including Personal loans, Vehicle loans, RV loans, And Credit Cards.
- Analyzed Credit reports and advised Members through Credit Management and improvement options.
- Referrals and Sales for All Departments offered. Tax, Insurance, Trust, Financial advisors, and Retirement planning.
- Managing book of business and Maintaining Long term relationships with members through scheduled appointments and follow ups. "Skip the 1-800 and call me instead".
- Weekly call center reinforcement for all kinds of transactions while also reviewing member accounts for potential additional needs.
- Navigating difficult Emotional Situations with members while they are moving through major life changes.
- Sharing an in depth explanation of FFCU origin and importance of membership with every account Opened.
- Research and Resolve Problems for regular members, allowing hem to use me as direct contact for all CU needs.
Member Service Representative III
Americas Credit Union
08.2020 - 03.2023
- Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Followed up with customers regularly via phone and email to obtain payments and schedule services.
- Researched and efficiently resolved client conflicts to maintain key accounts.
- Maintained current customer account data with manual forms processing and digital information updates.
- Described product highlights and benefits to help guide purchasing decisions.
- As a certified Mentor, trained and directed new employees in policy, member interaction, conflict resolution and data entry practices to boost customer satisfaction ratings.
- Consistent accurate track of personal cash drawer and its limits
- As a loan officer, created, developed and oversaw loan opportunities and funding.
- In depth experience in opening and optimizing new accounts for new and current members.
- Training and experience in opening Business accounts for new and current members
- In Depth experience acting as the leader of the spanaway Branch. Directing team, controlling cash ordering and exceptions etc. Any problem that walked in that door i made my job to fix in the absence of management.
- Handling difficult emotional situations with members of all kinds. (Misunderstandings, aggression, deceased family members, divorced accounts, etc)
Cashier Trainer
Target
11.2017 - 08.2020
- Trained new employees by providing knowledge of specific store tasks, policies and goals.
- Supervised new and existing cashiers by verifying accuracy of prices and customers charges.
- Created positive shopping atmosphere by greeting customers, answering questions and directing customers to products.
- Operated POS system to complete cash, credit and check transactions.
- Preserved orderly checkout areas by carrying out general cleaning and organizational duties such as emptying trash cans, sanitizing conveyor belts and removing empty shopping baskets.
- Maintained knowledge of current promotions, policies and security practices regarding payment and exchanges.
- Managed break board to keep track of breaks for cashiers and front-end employees.
- Completed opening and closing procedures by disarming alarms, turning electronic systems on or off and straightening out check-out shelves.
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs.
- Monitored self-checkout systems and provided assistance or intervention where required.
- Assisted customers by answering questions and fulfilling requests.
- Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Sold several Guests on the Targets red card debit and credit cards and other promotions
Education
High School Diploma -
Emerald Ridge High School
Puyallup, WA06.2017
Skills
- Management
- Microsoft office
- Sales
- Team Building
- Inventory
- Training
- Computer Literacy
- Extensive Cash handling
- Account Management
- Banking
- Loan Officer
- Credit report Analysis
Hobbies
- Digital Art
- Writing
- Playing Ocarina, Drums, and Harmonica
- Hiking
- Board games
Timeline
Financial Service Consultant II
Firefighters First Credit Union
03.2023 - Current
Member Service Representative III
Americas Credit Union
08.2020 - 03.2023
Cashier Trainer
Target
11.2017 - 08.2020
High School Diploma -
Emerald Ridge High School
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