David Ortiz
Spring Hill,FL
Summary
Dynamic banking professional with extensive experience at SunTrust/Truist Bank, excelling in cross-selling and relationship management. Proven track record in resolving complex customer issues and enhancing client loyalty. Skilled in credit risk assessment and compliance, fostering strong client relationships while driving business growth through tailored financial solutions.
Overview
19
19
years of professional experience
Work History
Senior Relationship Banker
Suntrust/Truist Bank
05.2021 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Adapted products and services to suit customers' changing financial circumstances.
Relationship Banker
SunTrust Bank Inc
05.2018 - 05.2021
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
Personal Banker II
Wells Fargo Bank
02.2008 - 09.2011
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Business Relationship Banker
JPMorgan Chase
09.2011 - 05.2018
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Senior Credit Manager
Wells Fargo Financial
12.2005 - 02.2008
- Established clear communication channels between internal departments to facilitate smooth collaboration throughout the entire lending process.
- Maintained strict adherence to regulatory guidelines by conducting regular audits of departmental procedures and implementing necessary updates as needed.
- Spearheaded initiatives aimed at optimizing customer satisfaction levels by providing exceptional service during all stages of the lending process.
- Coordinated timely collection efforts on delinquent accounts, minimizing losses and maintaining positive cash flow for the organization.
Education
No Degree - Mathematics Education
Pasco Hernando State College
Brooksville, FL08-2009
High School Diploma -
Guilford High School
Guilford, CT06-1981
Skills
- Cross-selling techniques
- Credit risk assessment
- Customer Service-oriented
- Relationship building and management
- Loans
- Financial advising
- Teamwork and collaboration
- Customer service
- Problem-solving
- Compliance, banking laws, and regulations
- Reliable and responsible
- Financial processes
- Credit assessment
Languages
English
Full Professional
Spanish
Professional Working
Timeline
Senior Relationship Banker
Suntrust/Truist Bank
05.2021 - Current
Relationship Banker
SunTrust Bank Inc
05.2018 - 05.2021
Business Relationship Banker
JPMorgan Chase
09.2011 - 05.2018
Personal Banker II
Wells Fargo Bank
02.2008 - 09.2011
Senior Credit Manager
Wells Fargo Financial
12.2005 - 02.2008
No Degree - Mathematics Education
Pasco Hernando State College
High School Diploma -
Guilford High School
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