JENNIFER ORTIZ
Orlando,FL
Summary
To obtain a position in a reputable organization where I can expand my skills and knowledge while making a significant contribution to the success of the company
Overview
16
16
years of professional experience
Work History
Senior Personal Banker
Valley Bank - Dr. Phillips
01.2022 - Current
- Provide exceptional customer service in person, by phone and email
- Follow up with clients on a timely manner regarding any questions, concerns they may have and assist with a resolution to their banking needs
- Cross sell bank products and services and refer to our line of business partners to meet quarterly sales goals
- Assist with all teller transactions and balance cashbox on a daily basis with zero discrepancies
- Assist with branch daily reports and audits
- Responsible for reporting all issues and unusual activity to the manager
- Adhere to bank policy and procedures and maintain knowledge of bank compliance and code of conduct
- Proficient in learning new tasks quickly and efficiently
- Participate in community events and after hour events
COMMERCIAL RELATIONSHIP ASSISTANT
REGIONS BANK- ORLANDO MAIN BRANCH
01.2021 - 01.2022
- Assist Relationship Manager(s) by performing daily support activities related to client relationships
- Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
- Attend weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc
- Compile reports for Relationship Manager(s) such as Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
- Support Relationship Manager(s) with miscellaneous administrative tasks as assigned
- Open new deposit products for clients
- Work closely with Treasury Management team to successfully onboard new Treasury Management clients
- Manage Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
- Facilitate and manage credit application workflow as it applies to the appropriate credit channel
- Assist with pulling overdraft reports and fraud reports.
UNIVERSAL BANKER
VALLEY BANK - DR. PHILLIPS BRANCH
11.2019 - 12.2020
- Open checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions
- Promote products and services to each customer to consistently achieve sales targets
- Understand and apply selling techniques to open, develop and close sales and create product interest by actively cross-selling products and services to pursue customers
- Display knowledge and proficiency in explaining, selling, and administering products and refer customers to appropriate resources for enhanced services
- Deliver outstanding customer service in person and via phone
- Adhere to bank security procedures and report potential fraud to management for immediate recourse.
FINANCIAL SPECIALIST
IBERIABANK - ORWIN MANOR BRANCH
05.2019 - 11.2019
- Educated and assisted clients on various financial matters
- Provided professional recommendations on products and services based on each clients' individual needs
- Cross-sell products and services and make referrals to business partners to meet sales goals
- Serviced residential loans from origination to closing
- Delivered outstanding customer service in person and via phone
- Generated and reviewed branch reports
- Assisted with teller transactions.
FINANCIAL RELATIONSHIP SPECIALIST
REGIONS BANK- RIO PINAR BRANCH
09.2008 - 05.2019
- Educated and assisted clients on various financial matters to provide professional recommendations on banking products and services
- Assisted clients in making beneficial and strategic decisions using the 360-product tool
- Identified sales opportunities and referred customers to branch partners in financial services
- Assisted with a variety of teller transactions
- Consistently exceeded quarterly sales and referral goals
- Delivered outstanding customer service in person and via phone.
Education
BACHELOR OF SCIENCE - HEALTH SCIENCES-PRE-CLINICAL
UNIVERSITY OF CENTRAL FLORIDA
05.2018
Skills
- Attention to detail
- Customer service
- Problem solving
- Computer
- Fluent in English and conversational Spanish
- Developing customer relationships
- Work ethic
- Sales proficiency
Acknowledgements
- Completed the mandatory annual security training.
- Was awarded Chairman's Club in 2012, 2016, 2017, 2018 and 2019.
- Awarded a "Reach Higher Award" for great customer service
- HIPAA Certified
- Serve as the branch champion for Clover with FIS
Timeline
Senior Personal Banker
Valley Bank - Dr. Phillips
01.2022 - Current
COMMERCIAL RELATIONSHIP ASSISTANT
REGIONS BANK- ORLANDO MAIN BRANCH
01.2021 - 01.2022
UNIVERSAL BANKER
VALLEY BANK - DR. PHILLIPS BRANCH
11.2019 - 12.2020
FINANCIAL SPECIALIST
IBERIABANK - ORWIN MANOR BRANCH
05.2019 - 11.2019
FINANCIAL RELATIONSHIP SPECIALIST
REGIONS BANK- RIO PINAR BRANCH
09.2008 - 05.2019
BACHELOR OF SCIENCE - HEALTH SCIENCES-PRE-CLINICAL
UNIVERSITY OF CENTRAL FLORIDA