Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Martha Ortiz

East boston,MA

Summary

Dynamic, customer-focused professional with a proven track record in delivering exceptional service and support. Strong communication and problem-solving skills, complemented by a commitment to fostering positive relationships in diverse environments. Eager to leverage extensive experience as a Human Service Assistant to enhance client satisfaction and contribute effectively to team objectives. Dedicated to promoting inclusivity and understanding within the community while addressing individual needs with compassion and efficiency.

Overview

19
19
years of professional experience

Work History

Banker

Citizens Bank
06.2023 - Current
  • Greet clients at lobby and direct them to the appropriate associate, also assisting them at the atm
  • Issue debit card and credit cards
  • Assisting applicants in preparing for a home equity line of credit, Guiding them through gathering the necessary documents, clarifying requirements and setting expectations for the process.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Enhanced compliance with banking regulations by conducting regular audits and training sessions for staff, ensuring adherence and reducing legal risks.

Tour Specialist II

Flyhomes
06.2021 - 11.2022
  • Facilitated and expedited customer purchases, providing knowledgeable assistance.
  • Presided over Open Houses to showcase properties.
  • Tracking and analyzing market trends and property values.

Personal Banker

Citizens Bank
06.2020 - 06.2021
  • Established and cultivated relationships with prospects and clients to increase revenue.
  • Provided mentorship and leadership to staff.
  • Developed and executed strategies for improved customer satisfaction.
  • Managed client relationships and referrals.
  • Achieved Top Performer status.

Relationship Manager

Bank of America
07.2006 - 06.2020
  • Establish and nurture long-term client relationships while providing high-quality products and services.
  • Consistently exceed performance goals and expectations.
  • Accurately process customer adjustments in accordance with applicable regulations.
  • Manage branch operations in the absence of manager, including opening and closing and cash handling.

Education

High School Diploma -

Chelsea High School
Chelsea, MA
06-2000

Skills

  • Exceeded Monthly Goals
  • Attention to Detail
  • Flexible & Adaptable
  • Organization and Time Management
  • Critical Thinking
  • Client Engagement
  • Time Management
  • Problem-Solving
  • Regulatory Compliance
  • Notary Public
  • Project Planning Certificate
  • Problem Solving
  • Team Building
  • Leadership

Languages

Spanish
Native or Bilingual
English
Full Professional
Portuguese
Professional Working

Timeline

Banker

Citizens Bank
06.2023 - Current

Tour Specialist II

Flyhomes
06.2021 - 11.2022

Personal Banker

Citizens Bank
06.2020 - 06.2021

Relationship Manager

Bank of America
07.2006 - 06.2020

High School Diploma -

Chelsea High School

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