Jesus Ortega
New York,NY
Summary
Friendly and approachable with knack for understanding client needs and fostering positive interactions. Possesses strong grasp of financial principles and solid communication skills to effectively assist clients with their banking needs. Committed to delivering exceptional service and building lasting client relationships.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Citibank, NA
07.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively which led me to surpass my net sales growth by $4.4M.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Assessed clients' financial needs and provided tailored banking solutions, including checking and savings accounts, loans, and credit products to help them achieve their financial goals.
Concierge Banker
Citibank, NA
06.2022 - 07.2023
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
Cashier
Kentucky Fried Chicken
11.2021 - 06.2022
- Provided fast, friendly, and efficient service to customers, handling transactions accurately and resolving inquiries with professionalism.
- Manged daily cash transactions, balanced registers, and ensured accurate financial reporting at the end of each shift.
- Maintained accurate records of sales, refunds, and discounts while ensuring compliance with company policies.
- Worked closely with team members to improve workflow, assist in training new employees, and enhance overall efficiency.
Education
Criminal Justice
John Jay College of Criminal Justice
New York, NY05-2026
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Policy development and implementation
- Resourcefulness
- Persuasive communication style
- Multitasking Abilities
- Organizational skills
- Teamwork and collaboration
- Adaptability and flexibility
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
- [Securities Industry Essentials (SIE)] [FINRA] [February, 2025]
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Personal Banker
Citibank, NA
07.2023 - Current
Concierge Banker
Citibank, NA
06.2022 - 07.2023
Cashier
Kentucky Fried Chicken
11.2021 - 06.2022
Criminal Justice
John Jay College of Criminal Justice
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