ROBERTO ORTIZ III
Houston,Tx
Summary
Accommodating Senior Personal Banker committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling over one hundred banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.
Experience in professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
4
4
years of professional experience
Work History
Branch Supervisor
First Convenience Bank
HOUSTON, TX
06.2023 - Current
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Assisted customers with deposits, withdrawals, transfers, loan payments, and other banking transactions.
- Cross-sold banking products, such as credit cards, loans, and investments.
- Provided customer service to clients, including answering questions, and resolving issues.
Brand Representative
Abercrombie & Fitch
HOUSTON, TX
11.2022 - 06.2023
- Tasks would vary on the sales floor, keep up with customers and assist with their purchases and organize designated areas
- Performed cashier duties, such as ringing up sales, processing payments and issuing receipts.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
Assistant Store Manager
Journeys
HOUSTON, TX
06.2021 - 12.2021
- Engaged customers and use product knowledge to match customers' needs.
- Trained new employees, set up ways to keep up with sales goals, handled money often during transactions, and made the money deposit after closing.
Education
High School Diploma -
Houston Homeschoolers Co-op
Houston, TX05.2020
Skills
- Customer Service
- Bilingual (Spanish)
- Sales
- Organization
- Social Skills
- Judgment and Decision Making
- Banking
- Cross-Selling and Upselling
- Transaction Processing
- Banking Policies and Procedures
- Rapport Building
- Professional Appearance
- Cash Handling
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Branch Supervisor
First Convenience Bank
06.2023 - Current
Brand Representative
Abercrombie & Fitch
11.2022 - 06.2023
Assistant Store Manager
Journeys
06.2021 - 12.2021
High School Diploma -
Houston Homeschoolers Co-op
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