Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

LILIA ORTIZ

White Plains ,NY

Summary

Resourceful team player who excels at building trusting relationships with clients and colleagues. Strong interpersonal and communication skills and the ability to work effectively in a diverse community. Excellent Listening, written and verbal skills. Proficiency in answering multiple telephone lines. Excellent direct customer service. Technical skills and ability to understand blueprints, diferents management/inventory software,documents and manuals.

Overview

12
12
years of professional experience

Work History

Associate Banker

Wells Fargo Bank, N.A.
05.2022 - 12.2023
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Developed and implemented strategies to reduce risk and increase profitability.
  • Assisted customers with banking needs and inquiries.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Balanced teller drawers and ATM cash.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.

Sales Associate

KATE SPADE
08.2021 - 04.2022


  • Providing a comfortable and pleasant experience for customers
  • Recommending appropriate purchases, handling complaints.
  • Greeting customers when they enter the store, helping customers find specific products or showing them how to use them and ringing up customer purchases on the register.
  • Follow accurate store closing/opening procedures.Key holder.

PCA (Personal Care Assistant)

COMMUNITY HEALTH CARE
07.2020 - 07.2022


  • Helps patients identify socio-economic issues that affect their overall health and develop health/social management plans.
  • Travels extensively to client homes, community locations, various agencies, and other outreach destinations.
  • Document vital signs, track medical symptoms and the progress of treatments

Quality Control Associate

CARDINAL HEALTH
01.2019 - 07.2020
  • Perform data entry, merchandise scan-ins, and other required quality assurance steps that confirm the contents of each order while tracking inventory for the company.
  • Inspect orders verifying quality and quantity before shipping.
  • Ensure the warehouse area is cleaned, organized, and that all safety procedures are being always followed.

Quality Control checker/packer

AMSCAN INC
03.2012 - 01.2019
  • Pulls and stacks product based on daily orders.
  • Assist in checking picked orders, selecting proper box sizes, packing and preparing orders for shipping, and ensuring proper marking/labeling and safe storage
  • Utilizes continuous-improvement mindset and assists in identifying opportunities to improve processes.

Education

Human Services - Psychology

Westchester Community College
Valhalla, NY

PCA Certificate -

New York Department of Health
New York

Skills

  • Cash handling and management
  • Fraud Detection
  • Relationship building and management
  • Team Cooperation
  • Commercial Banking

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Associate Banker

Wells Fargo Bank, N.A.
05.2022 - 12.2023

Sales Associate

KATE SPADE
08.2021 - 04.2022

PCA (Personal Care Assistant)

COMMUNITY HEALTH CARE
07.2020 - 07.2022

Quality Control Associate

CARDINAL HEALTH
01.2019 - 07.2020

Quality Control checker/packer

AMSCAN INC
03.2012 - 01.2019

Human Services - Psychology

Westchester Community College

PCA Certificate -

New York Department of Health
LILIA ORTIZ