Jesse Orozco
Littleton,CO
Summary
Motivated Client Integration representative with 18 years of customer service and portfolio management. Recognized for assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record.
Demonstrated ability to complete tasks accurately despite interruptions and competing demands. Customer-oriented implementation coordinator with strong history of leading high performance teams to meet or exceed objectives. Dedicated and hardworking with internal drive to deliver excellence, tactical team builder with strong background in training and team development.
Overview
21
21
years of professional experience
Work History
ASSISTANT RELATIONSHIP MANAGER
U.S. BANK
Denver, CO
05.2023 - Current
- Identified opportunities to improve customer service processes and procedures.
- Prepared reports detailing account status, trends, performance metrics. to management staff.
- Responded to customer requests for information, forms, and materials in a timely manner.
- Ensured compliance with all applicable laws, regulations, policies and procedures.
- Assisted Relationship Managers in handling customer inquiries and resolving issues.
- Maintained accurate customer records and updated customer profiles as needed.
- Resolved customer complaints in a professional manner while adhering to company standards.
- Monitored customer accounts for changes or irregularities in activity.
- Collaborated with team members across multiple departments to achieve common goals.
- Assisted with onboarding of new clients by providing guidance throughout the process.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Established strong relationships with clients through regular, personalized communication.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Client Integration Services
U.S. Bank
Denver, CO
Jul2017 - 05.2023
- Oversee various Onboarding projects from conceptualization to completion
- Input information from customer calls and onsite service visits into the company's system using SinglePoint
Commercial Account Services Representative
U.S. Bank
Denver, CO
02.2011 - 06.2017
- De-escalated customer complaints and issues
- Exceeded team goals and collaborated with staff to implement customer service initiatives
- Provided excellent customer service for customers by following up on issues, new implementation reviews, and trainings.
- Consulted with customers regarding Treasury Management needs to un-package, address, and resolve concerns.
- Cultivated strong value-added relationships with customers by delivering product knowledge to drive business development
- Communicated with supervisors, to escalate customer concerns, store issues and inventory requirements
- Improved service quality and increased sales by developing strong knowledge of company's products and services
- Evaluated benefits for each caller to determine service needs and address concerns
- Worked under strict deadlines and responded to service requests and emergency call-outs
- Consulted with upset customers to determine best methods to resolve service and billing issues.
Small Business Representative
U.S. Bank
Denver, CO
01.2010 - 02.2011
- Proactively identified and solved complex problems impacting operations management and business direction
- Input information from customer calls and
Consumer and Loan Representative
U.S Bank
Denver, CO
11.2003 - 01.2010
SinglePoint input
- Assisted customers with basic and complex banking inquiries regarding personal accounts and personal loans
- Answered consumer questions and de-escalated situations regarding errors and inquiries
- Assisted consumers with online banking questions and navigation
Education
Some College (No Degree) - Elementary Education
Lamar Community College
Lamar, COSome College (No Degree) - Business Administration And Management
Metro State College of Denver
Denver, COSkills
- Various System maintenance and walk through assistance
- New and existing system troubleshooting
- Open Communication
- Analytical and technological problem solving
- Customer Service
- Self Motivated
- Adaptability
- Team player but can also work well independently
- Reliable
- Portfolio Management
- Relationship Management
- Excellent Communication
- Client Engagement
- Relationship Building
- Relationship building and management
Timeline
ASSISTANT RELATIONSHIP MANAGER
U.S. BANK
05.2023 - Current
Commercial Account Services Representative
U.S. Bank
02.2011 - 06.2017
Small Business Representative
U.S. Bank
01.2010 - 02.2011
Consumer and Loan Representative
U.S Bank
11.2003 - 01.2010
Client Integration Services
U.S. Bank
Jul2017 - 05.2023
Some College (No Degree) - Elementary Education
Lamar Community College
Some College (No Degree) - Business Administration And Management
Metro State College of Denver