FRANCIS ORTEGA
Summary
Versatile Senior Account Executive offering experience in account development, documentation and business development. Expert at driving sales and building relationships. Dedicated to exceeding quotas and expectations.
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
11
11
years of professional experience
Work History
Senior Accounts Manager
OneMain Financial Group
05.2015 - 12.2018
- Met with new customers to share product and service information, listen to needs and learn about business operations.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Cold called prospects to explain partnership benefits, representing company values.
- Analyzed data to discover trends, informing market strategies, and objectives.
- Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
- Prepared documentation, finalized sales and maintained records.
- Motivated team members to meet and exceed sales targets.
- Presented professional image consistent with company's brand values.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Developed, maintained and utilized diverse client base.
- Built relationships with customers and community to promote long term business growth.
- Networked at events and prospected for new customers with diverse strategies.
- Met existing customers to review current services and expand sales opportunities.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Informed customers of promotions to increase sales productivity and volume.
- Built diverse and consistent sales portfolio.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Consulted with businesses to supply accurate product and service information.
- Achieved or exceeded company-defined sales quotas.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Personal Banker
JPMorgan Chase
06.2011 - 05.2015
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Maintained customer records and updated account information.
- Presented new and additional products and services to existing customers.
- Activated new accounts and issued customer identification numbers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Tracked and processed customer account requests and applications.
- Verified customer identity and reviewed documentation for accuracy.
- Reconciled customer accounts and balanced daily transactions.
- Collected customer information and completed new account forms.
- Responded to customer inquiries regarding new accounts and account services.
- Explained account terms and conditions to customers.
- Greeted customers and delivered information about new account processes.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Processed customer payments and account setup charges.
- Provided customers with additional information regarding account services.
- Monitored accuracy of customer information in system.
Customer Service Representative
Alamo Car Rental
03.2008 - 06.2011
- Responded to customer requests for products, services, and company information.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Created and maintained detailed database to develop promotional sales.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Responded proactively and positively to rapid change.
- Sought ways to improve processes and services provided.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Cross-trained and backed up other customer service managers.
- Cross-trained and provided backup support for organizational leadership.
- Increased efficiency and team productivity by promoting operational best practices.
- Promptly responded to inquiries and requests from prospective customers.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Implemented and developed customer service training processes.
- Managed timely and effective replacement of damaged or missing products.
- Educated customers about billing, payment processing and support policies and procedures.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Met customer call guidelines for service levels, handle time and productivity.
- Maintained up-to-date knowledge of product and service changes.
- Identified and resolved discrepancies and errors in customer accounts.
Education
No Degree - Business Communication
Mt. San Antonio College
Walnut, CAGED -
Ontario Christian High School
Ontario, CA06-1997
Skills
- Cash flow management
- Stakeholder communication
- Tax compliance
- Cost reduction strategies
- Revenue growth
- Sales strategies implementation
- Sales target monitoring
- Operations
- Account servicing
- Pipeline development
- Consultative sales
- Opportunity identification
- Appointment setting
- Relationship management
- Pipeline management
Timeline
Senior Accounts Manager
OneMain Financial Group
05.2015 - 12.2018
Personal Banker
JPMorgan Chase
06.2011 - 05.2015
Customer Service Representative
Alamo Car Rental
03.2008 - 06.2011
No Degree - Business Communication
Mt. San Antonio College
GED -
Ontario Christian High School
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