Janet Ortega
San Mateo,CA
Summary
Dynamic Consumer Relationship Consultant with a proven track record at U.S. Bank, excelling in problem-solving and client relationship management. Demonstrated ability to enhance customer loyalty and streamline financial transactions, achieving significant improvements in client satisfaction. Adept at maintaining high accuracy in high-stress environments.
Overview
27
27
years of professional experience
Work History
Consumer Relationship Consultant
U.S. Bank
06.1997 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Engaged with customers to build rapport and loyalty.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
Education
Associate of Science - Business
College of San Mateo
San Mateo, CA07-2009
Skills
- Problem-solving
- Attention to detail
- Time management
- Client engagement
Languages
Spanish
Full Professional
Timeline
Consumer Relationship Consultant
U.S. Bank
06.1997 - Current
Associate of Science - Business
College of San Mateo