Luis Orduna

• Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
• Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
• Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
• Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
• Presented financial reports to senior management, informing strategic decision-making on key business initiatives.

Example of the previous mention, I partner with the Mexican counsulate to bring new customers by going every 1st Tuesday of the month to give consummer banking information and financial pressentation with strategies to help them with their financial needs.

• Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.
• Leveraged networking events to build connections with potential clients, fostering brand awareness in target markets.
• Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
• Increased client satisfaction by providing customized financial solutions tailored to their specific needs.

• Mentored junior sales representatives, providing guidance on best practices and helping them achieve their goals.
• Led weekly meetings to review progress, identify opportunities for growth, and set new targets for the team.
• Encouraged open communication within the team, fostering a positive work environment conducive to collaboration and problemsolving.
• Increased overall team sales by implementing innovative training programs and coaching techniques.
• Established clear performance metrics, leading to higher levels of individual accountability and success.