Patricia Orellana
Woodbridge,VA
Summary
Talented Senior Banker focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
10
10
years of professional experience
Work History
Senior Banker
Bank of America
Manassas, VA
04.2020 - Current
- 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.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Educated customers on features and benefits of banking products and services.
- Supervisor override
- Voted MVP for financial center
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Reviewed regulatory compliance documentation to ensure adherence to industry standards and minimize risks associated with non-compliance penalties.
Store Manager
Anderson Financial Services
Woodbridge, VA
03.2017 - 03.2020
- Managed all aspects of store operations
- Completed documentation and logs each day and generated weekly reports detailing activities.
- Handled new hire training for various jobs and kept employees up-to-date through frequency meetings.
- Gathered employee data to develop monthly work schedules, which ensured that all departments were properly staffed for each shift.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Handled various accounting transactions.
- Answered telephone inquiries on loan products.
- Rapidly and efficiently prepared customer loans.
Recommended loan approvals and denials based on customer loan application reviews. - Maintained strict confidentiality of bank card information, social security information, and client information.
- Maintained friendly and professional customer interactions.
Sales Representative
REEDS Jewelers
Woodbridge, VA
04.2016 - 02.2017
- Recommended merchandise to customers based on their needs and preferences.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Contributed to team success by exceeding team sales goals.
- Maintained friendly and professional customer interactions.
- Completed Daily Cash deposits
- Entrusted with high-end Merchandise inventory control
Certified Shift Manager
Taco Bell
Dale City, VA
08.2014 - 04.2016
- Demonstrated integrity and honesty while interacting with guests, team members and other managers.
- Promptly and empathetically handled guest concerns and complaints.
- Maintained high standards of customer service during high-volume, fast-paced operations.
- Cross-trained and coordinated scheduling with team members to ensure seamless service.
- Handled currency and credit transactions quickly and accurately.
- Strictly followed all cash, security, inventory and labor policies and procedures.
- Performed all position responsibilities accurately and in a timely manner.
- Communicated openly and honestly with my team during each shift to ensure it ran smoothly.
- Prepared quality products while maintaining proper food safety practices, portion control and presentation within service goal times.
Education
Psycology -
Northern Virginia Community College
Woodbridge, VAHigh School -
Garfield High School
Woodbridge, Virginia06.2013
Skills
- Bilingual Fluent in English and Spanish
- Risk management policies
- Portfolio Management
- Relationship Building
Timeline
Senior Banker
Bank of America
04.2020 - Current
Store Manager
Anderson Financial Services
03.2017 - 03.2020
Sales Representative
REEDS Jewelers
04.2016 - 02.2017
Certified Shift Manager
Taco Bell
08.2014 - 04.2016
High School -
Garfield High School
Psycology -
Northern Virginia Community College