Naleyah Ortiz Ocasio
Rochester
Summary
Experienced retail banker with comprehensive understanding of financial products, banking regulations, and customer service. Strengths include developing tailored financial solutions for customers, managing high-volume transactions, and handling complex issues with accuracy. Proven ability to build relationships with clients and work in fast-paced environments while maintaining the highest level of integrity and professionalism.
Overview
2
2
years of professional experience
Work History
Retail Banker II
Woodforest Bank
01.2025 - Current
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Attended regular staff meetings in order to stay abreast of changes in banking regulations.
- Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
- Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
Mentor
Lowes Home Improvment
Rochester
08.2023 - 09.2024
- Developed a comprehensive mentoring program to support new employees in their transition into the company.
- Recommended changes or improvements in existing training processes as needed.
- Trained new employees on company policies and procedures.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Ensured compliance with workplace safety regulations by providing training sessions for all staff members.
Education
GED -
Rochester Educational Opportunity Center
Rochester, NY05-2026
Skills
- Financial transactions
- Cash handling proficiency
- Branch operations
- Cross-selling
- Sales strategies
- Relationship building and management
- Financial advising
- Employee training
- Attention to detail
- Good Telephone Etiquette
- Dependable and responsible
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
References
References available upon request.
Timeline
Retail Banker II
Woodforest Bank
01.2025 - Current
Mentor
Lowes Home Improvment
08.2023 - 09.2024
GED -
Rochester Educational Opportunity Center