Summary
Overview
Work History
Education
Skills
Languages
Certification
References
Timeline
Generic

Frank Ortiz

Dubuque

Summary

Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Personal Banker

UMB Bank
Dubuque
03.2023 - Current
  • Built strong client relationships by asking targeted, personalized questions to identify financial needs, and connect customers with appropriate banking, credit, and lending solutions.
  • Maintained operational excellence by accurately performing cash handling, transaction processing, and regulatory documentation in compliance with legal and industry standards.
  • Generated new business and deepened client engagement through proactive outreach, networking, and in-branch sales strategies, consistently exceeding sales goals.
  • Applied deep consumer product knowledge to identify deposit opportunities, resulting in increased customer retention.

Teller Supervisor

DuTrac Community Credit Union
Dubuque
05.2022 - 03.2023
  • Supervised and trained a team of four tellers, ensuring adherence to operational standards, regulatory compliance, and customer service excellence.
  • Assisted branch leadership in scheduling, performance reviews, and ongoing staff development, fostering a high-performing, cross-trained team.
  • Mitigated operational risk by enforcing dual control procedures, transaction limits, and compliance protocols, in accordance with federal regulations.
  • Demonstrated strong product knowledge across personal banking, consumer lending, and introductory investment vehicles, laying the groundwork for a transition into advisory services.

Education

High School Diploma -

Manhattan High School
Manhattan, KS
05-2021

Skills

  • Client relationship management
  • Consumer financial services
  • Product sales
  • Effective communication
  • Detailed organization
  • Regulatory compliance
  • Account management

Languages

Spanish (Native)

Certification

  • Passed SIE exam
  • Registered with NMLS
  • Notary Public

References

References available upon request.

Timeline

Personal Banker

UMB Bank
03.2023 - Current

Teller Supervisor

DuTrac Community Credit Union
05.2022 - 03.2023

High School Diploma -

Manhattan High School

Similar Profiles

CREATE PROFILE