Esperanza Ortiz
Key Bank
Layton
24
Years of experience
Dedicated professional with a proven track record in sales and customer service. Strong interpersonal skills and attention to detail drive exceptional client experiences and foster long-term relationships.
Work History
Personal Banker
7 Months- Resolved customer issues promptly, fostering trust and loyalty through exceptional service.
- Utilized banking software for transaction processing and account management, ensuring accuracy in records.
- Contributed to team goals by actively engaging in training sessions and skill development opportunities.
- 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.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Bank Telle II
4 Years 2 Months- Collaborated with team members to achieve branch goals and foster a positive work environment.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
Enrollment Sales Representative
18 Years 3 Months- Cultivated strong relationships with clients to enhance customer satisfaction and retention.
- Analyzed client needs and provided tailored health plan solutions to meet diverse requirements.
- Led training sessions for new sales representatives, improving onboarding effectiveness and team performance.
- Developed strategic sales initiatives that increased market penetration within targeted demographics.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Negotiated favorable terms in contracts, ensuring both customer satisfaction and profitability.
- Collaborated with marketing department to align sales strategies with new campaigns.
- Exceeded sales targets through effective planning and goal setting.
Education
No Degree - Business Administration
Skills
Positive attitude
Sales expertise
Attention to details
Interpersonal skills
Regulatory compliance
Cross-selling products
Sales growth
Verbal and written communication
Active listening
Teamwork
Reliability
Excellent communication
Customer service-focused
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Personal Banker
Key Bank
12.2025 - CurrentRead More
Bank Telle II
Zions Bank
06.2021 - 08.2025Read More
Enrollment Sales Representative
Metroplus Health Plan
11.2002 - 02.2021Read More
Universidad Autonoma De Santo Domingo
No Degree from Business Administration
Read More