CAMILO ORTEGON
Palm Beach Gardens
Summary
Results-driven banking professional with expertise in relationship management, consultative sales, and personalized financial solutions. Proven ability to exceed performance goals, build lasting client relationships, and deliver outstanding customer experiences while ensuring regulatory compliance and operational excellence. Recognized as a top-performing banker with a customer-first approach and a passion for helping clients achieve their financial goals. Fluent in English and Spanish.
Overview
2
2
Languages
1
1
Certification
16
16
years of professional experience
Work History
Personal Banker
Wells Fargo
07.2025 - 07.2026
- Consistently exceeded monthly sales and performance goals through a consultative, client-focused approach.
- Recognized as a Top Producer within the branch and among the top performers in the region.
- Built strong client relationships by identifying financial needs and recommending tailored banking solutions.
- Delivered exceptional customer service while resolving inquiries and ensuring a positive client experience.
- Opened and managed consumer accounts, promoted digital banking tools, and educated clients on available products and services.
- Maintained strict compliance with banking regulations, security procedures, and company policies.
Retail Banker
Woodforest Bank
01.2025 - 06.2025
- Process teller transactions accurately, while assisting in managing the teller line to ensure prompt and professional service.
- Support branch operations by maintaining compliance with internal controls and escalating issues to branch management as needed.
- Recognized by regional and branch leadership for initiative, professionalism, and excellent customer service.
- Educate clients on digital solutions such as mobile banking and online account tools to enhance their banking experience.
- Proactively identify opportunities for referrals to personal bankers and other financial specialists.
- Assist with branch scheduling and coordination of daily operational activities.
- Consistently exceeded monthly sales goals by recommending tailored banking solutions, contributing to branch growth and high customer satisfaction.
Driver
DNS
01.2020 - 12.2024
- Maintained a 100% safety record while optimizing delivery efficiency and achieving over 98% customer satisfaction.
- Collaborated with dispatch teams to solve logistical challenges and reduce delays.
Shared Car Services Driver (Full Time)
Uber
01.2017 - 01.2020
- Provided over 500 safe and professional rides, consistently earning top satisfaction ratings from passengers.
Manager/Supervisor
Al Dia Solutions
02.2012 - 05.2015
- Analyzed customer interactions to enhance service quality and team performance.
- Encouraged team motivation, driving individual and collective success.
- Led a sales team to enhance customer satisfaction, implementing strategies that resulted in measurable improvements in client feedback.
Sales Associate/Customer Service Representative
Cy Zone
03.2010 - 01.2012
- Recruit, train, motivate, and develop freelance support.
- Established and maintained client relationships, boosting customer retention rates.
- Create new clients by continually inviting potential clients to the counter.
Education
Associate of Arts - Business Administration
College of Central Florida
Online05.2028
Elite Diploma - Culinary Arts
Culinary Institute Lenotre
Houston01.2025
English as a Second Language
Westchester Community College
New York City01.2011
High School Diploma - undefined
Liceo Britanico
Bogota, Colombia12.2009
Certificate - Leadership and Entrepreneurship
SENA
Bogota, Colombia01.2009
Skills
- Relationship Management
- Consultative Sales
- Financial Needs Assessment
- Consumer Banking Solutions
- Deposit & Lending Products
- Client Retention & Relationship Building
- Cross-Selling & Business Development
- Customer Experience Excellence
- Banking Compliance & Risk Management
- Digital Banking & Financial Education
- Problem Resolution & Conflict Management
- Bilingual Communication (English & Spanish)
Accomplishments
- Consistently recognized as a Top Producer within the branch for sales performance.
- Ranked among the Top 5 bankers in the district for production and overall results.
- Selected as Branch Lead Designee, serving as a trusted leader and supporting branch operations in the absence of management.
Certification
- Nationwide Multistate Licensing System (NMLS) – Licensed Mortgage Loan Originator
- Florida Notary Public, State of Florida | Commissioned: October 2025
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
07.2025 - 07.2026
Retail Banker
Woodforest Bank
01.2025 - 06.2025
Driver
DNS
01.2020 - 12.2024
Shared Car Services Driver (Full Time)
Uber
01.2017 - 01.2020
Manager/Supervisor
Al Dia Solutions
02.2012 - 05.2015
Sales Associate/Customer Service Representative
Cy Zone
03.2010 - 01.2012
Certificate - Leadership and Entrepreneurship
SENA
High School Diploma - undefined
Liceo Britanico
English as a Second Language
Westchester Community College
Elite Diploma - Culinary Arts
Culinary Institute Lenotre
Associate of Arts - Business Administration
College of Central Florida