Francisco Ortega
Stratford,CT
Summary
A highly accomplished individual with an impressive track record of over 24 years of exceptional sales leadership experience. Possessing extensive expertise in developing and cultivating winning teams that foster strong, long-lasting client relationships. Adept at creative problem-solving and managing complex, competing priorities with ease. A goal-oriented leader and producer who seamlessly operates across multiple business channels to elevate the client experience and drive substantial revenue growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director-Banking Center Manager
Webster Bank
06.2023 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Sales Program Manager
KeyCorp
01.2022 - 04.2023
- Collaborated and communicated across organizational levels executing new strategies acquiring broad range of new customers that were aligned with firms vision.
- Developed and implemented strategies which increased customer retention and sales.
- Exceeded sales KPI's and increased profitability through effective sales strategy and business planning.
- Led team that booked $32MM in loan originations in 2023, with conversion rates as high as 70%.
- Led regular briefings to c-suite level executives.
Branch Manager/Senior Vice President
Citibank
05.2019 - 01.2022
- Implemented proficient leadership skills to motivate employees and build winning teams.
- Leveraged market insights to capitalize on key business opportunities and exceeded targeted goals.
- Created financial dashboards to provide insights into key performance indicators.
- Excelled at outbound business prospecting and cold calling which successfully executed additional revenue streams with existing clients.
Director
Citibank
02.2011 - 05.2019
- Successfully grew business in Connecticut to exceed $3.2B in deposits among 15 branches with 94 employees by managing to growth strategy that exceed assigned KPI's.
- Developed strong relationships with clients as well as industry and community COI's to surpass business expectations for growth.
- Implemented successful culture that was driven by consultative approach to client and prospect needs based selling.
- Successfully negotiated to significantly increase ATM distribution across Connecticut.
Branch Manager/Vice President
Citibank
07.2008 - 02.2011
- Exceeded performance goals for individual and branch teams.
- Educated team to understand competitive landscape and changing industry trends which effectively positioned us for success.
- Successfully executed daily visits and outreach to both Small Business and Enterprise level clients to drive increased revenue streams and deepen client share of wallet.
- Delivered top performance ranking in top 10 branches nationally.
Northeast Division Sales Manager
Citibank
04.2007 - 07.2008
- Led team of 20 high performing Relationship Managers that supported Northeast Division and ranked #1 in nation.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Successfully managed and executed business presentations to new business prospects ranging in size from small to enterprise level.
- Successfully prepared and negotiated contracts that led to onsite satellite offices and onsite ATM distribution.
Education
Bachelor of Arts - Liberal Studies With A Concentration In Business
State of New York University Purchase College
Purchase, NY2003
Skills
- Proven Leadership
- Community Engagement
- Customer Acquisition Strategies
- Territory Management
- Consultative Selling
- Relationship Management & Deepening
- Small Business Prospecting & Acquisition
- Developing Partnerships
- Salesforce
- Microsoft Office Suite
Certification
Consumer Bankers Association Executive Banking School - 2013
Languages
Spanish
Native or Bilingual
Timeline
Director-Banking Center Manager
Webster Bank
06.2023 - Current
Sales Program Manager
KeyCorp
01.2022 - 04.2023
Branch Manager/Senior Vice President
Citibank
05.2019 - 01.2022
Director
Citibank
02.2011 - 05.2019
Branch Manager/Vice President
Citibank
07.2008 - 02.2011
Northeast Division Sales Manager
Citibank
04.2007 - 07.2008
Bachelor of Arts - Liberal Studies With A Concentration In Business
State of New York University Purchase College
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