Summary
Overview
Work History
Education
Skills
Timeline
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Bianca Ortiz

Chicago,IL

Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Sufficient in carrying out daily task while completing individual projects.

Overview

9
9
years of professional experience

Work History

Virtual Banker Assistant II

Chase Bank
12.2022 - Current
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Associate Banker

Chase Bank
03.2021 - 12.2022
  • Complete highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Evaluate client financial positions and identified most appropriate banking products.

Sales Agent

Loya Insurance
01.2019 - 08.2020
  • Provided superior service to clients by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Assisted call-in clients with questions, quotes, and payments.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Met with clients to provide information about available products and policies.

Sales Associate

Cricket Wireless
08.2015 - 07.2017
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Answered customer questions regarding sizing, accessories and proper care for merchandise.
  • Helped clients open, close or updated phone contracts.
  • Solved customer challenges by offering relevant products and services.

Education

High School Diploma -

Roberto Clemente Highschool
06.2012

Skills

  • Problem Solving
  • Customer Service-Oriented
  • Complex Information Interpretation
  • Able to work with teams as well as individually
  • Goal Motivated
  • Continuously building relationships
  • Fluent in English and Spanish
  • Sufficient in Microsoft (Word, PowerPoint, Etc)

Timeline

Virtual Banker Assistant II

Chase Bank
12.2022 - Current

Associate Banker

Chase Bank
03.2021 - 12.2022

Sales Agent

Loya Insurance
01.2019 - 08.2020

Sales Associate

Cricket Wireless
08.2015 - 07.2017

High School Diploma -

Roberto Clemente Highschool

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Bianca Ortiz