Nathaniel Ortiz
Lakewood,OH
Summary
My objective is to obtain a position where I can effectively apply my skills as a problem solver, leader, mentor, and manager to help an organization excel in all core areas of the business. I'm someone who is highly energetic, outgoing and detail-oriented. As well as a candidate who handles multiple responsibilities simultaneously while providing exceptional customer service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Branch Manager
U.S. Bank
08.2018 - Current
- Management and oversight of day-to-day operations
- Responsible for scheduling coaching, appointments, and development meetings
- P&L reporting and disseminating
- Maintaining excellent relationships amongst business and personal account holders
- Utilize years of team building and talent development to maximize revenue and client engagement
- Collaborated with partners in various business lines to maximize profitability
- Conduct monthly and quarterly operational procedures to ensure the highest level of efficiency and ethical standards
- Swiftly and effectively resolve problems and or escalated to proper channels
- Market leader in all key performance indicators including credit, lending, and deposit growth
- Nominated as Credit Card Ambassador for entire district
- Responsible for creating training and development programs specifically targeted towards increasing applications, bookings, and utilization of personal and business credit cards
- Nominated by my peers for the highest honor at U.S
- Bank, Legends of possible.
Branch Manager
Enterprise Rent-A-Car
11.2013 - 02.2018
- Actively recruited and oversaw training for all new branch employees
- Developed the annual branch business plan for maximum profitability and effectiveness
- Received highest customer service award for the entire group at 4 different branches
- Established and implemented marketing plans to multiple companies and organizations
- Increased Revenue at 2 different branches by a combined 17%
- Promoted 6 employees to management positions within the company.
Store Banking Specialist
Huntington Bank
01.2012 - 10.2013
- Performed both the duties of a personal banker and teller
- Prospected leads in an in-store environment
- Performed cash shipments while taking into consideration branch limits and audit regulations
- Processing applications for credit cards and lending products including Home Equity loans and lines, signature lines of credit and auto loans.
Branch Financial Sales Consultant
NCB/ PNC BANK
06.2006 - 01.2012
- Opened new customer accounts, including checking, savings and lines of credit
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Processed cash withdrawals
- Balanced daily cash deposits and bank vault inventory with a zero-error rate
- Managed opening and closing times for the main branch
- Communicated leads to PNC Partners, such as investments and mortgages
- Organized morning quick starts with teller team to discuss new products and changes to government regulations or possible fraud alerts.
Education
BACHELOR- BUSINESS ADMINISTRATION -
KENT STATE UNIVERSITY
01.2005
Skills
- Banking and financial services background
- Interviewing and Hiring
- Team Building
- Coaching and Mentoring
- Performance Reviews
- Time management
- Relationship banking
- Strong communication skills
- Personnel training and development
- Sales professional
- Excellent customer service
- Shift Scheduling
Certification
- CNP - Certified Notary Public
- NMLS Certified
Timeline
Branch Manager
U.S. Bank
08.2018 - Current
Branch Manager
Enterprise Rent-A-Car
11.2013 - 02.2018
Store Banking Specialist
Huntington Bank
01.2012 - 10.2013
Branch Financial Sales Consultant
NCB/ PNC BANK
06.2006 - 01.2012
BACHELOR- BUSINESS ADMINISTRATION -
KENT STATE UNIVERSITY
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