Lorena Ortega
Avondale,AZ
Summary
Dedicated banking professional with five years of experience in delivering outstanding service and fostering client relationships in retail banking. Skilled in resolving complex customer issues, educating clients on financial products, and ensuring regulatory compliance. Bilingual in English and Spanish, with strong communication and relationship-building capabilities.
Overview
5
5
years of professional experience
Work History
Associate Banker
JPMorgan Chase Bank
Phoenix, Arizona
05.2021 - 07.2026
- Built lasting customer relationships by identifying financial needs and recommending appropriate banking products and services.
- Delivered exceptional customer service by assisting clients with account servicing and everyday banking transactions.
- Resolved customer questions and concerns, ensuring satisfaction through professionalism and empathy.
- Accurately processed deposits, withdrawals, payments, wire transfers, and other financial transactions.
- Educated customers on digital banking tools and self-service resources, enhancing their banking experience.
- Maintained compliance with banking regulations, security procedures, and company policies.
- Collaborated with branch partners to meet customer service standards and improve operational efficiency.
- Protected confidential customer information while maintaining the highest standards
Education
High School Diploma -
Trevor G. Browne High School
Skills
- Banking Operations
- Transaction processing
- Financial Products and Services
- Digital Banking Support
- Regulatory Compliance
- Client Account Support
- Customer Service Excellence
- Bilingual (English & Spanish)
- Relationship Building
- Problem Resolution
- Active Listening & Communication
- Microsoft Office Suite
- Time Management
- Team Collaboration
Timeline
Associate Banker
JPMorgan Chase Bank
05.2021 - 07.2026
High School Diploma -
Trevor G. Browne High School