Rosa Ortiz
Sachse,TX
Summary
Resourceful Client Solutions Specialist known for high productivity and efficient task completion. Possess specialized skills in client relationship management, strategic problem-solving, and process optimization. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration with clients and team members to achieve solutions that exceed expectations.
Overview
2
2
Languages
1
1
Certification
2
2
years of post-secondary education
8
8
years of professional experience
Work History
Client Solutions Specialist
PNC Wealth Management
Plano, Texas
06.2023 - Current
- Support PNC Wealth Management advisors with client account servicing and request resolution.
- Coordinate onboarding paperwork for new wealth management relationships and account updates.
- Review client files for accuracy, completeness, and policy compliance.
- Assist internal teams with documentation, problem solving, and service escalations.
- Effectively communicate with coworkers to maintain professional and customer oriented atmosphere.
Relationship Banker
PNC Bank
Plano, Texas
10.2021 - 06.2023
- Cultivated long-term client relationships through effective communication and personalized branch service.
- Identified customer needs and provided tailored banking product recommendations to enhance client satisfaction.
- Resolved account inquiries efficiently while ensuring compliance with PNC Bank policies.
- Adhered to strict confidentiality protocols to maintain the safety of customer and bank information.
- Attended meetings with other bankers to discuss best practices related to relationship building.
Hybrid Relationship Banker
BBVA Compass Bank
Plano, Texas
12.2020 - 10.2021
- Supported BBVA Bank customers with deposits, withdrawals, account opening, and account maintenance.
- Performed regular follow-ups with clients to strengthen relationships and revise financial plans.
- Built positive and productive customer connections to drive consistent sales.
- Discussed ideas and strategies to improve operational efficiency, adding value, and aiding business performance for continuous improvement.
Assistant Store Manager in Training
Buc-ee’s Travel Station
Melissa, Texas
04.2019 - 12.2020
- Supported Buc-ee's travel station operations through daily floor leadership and guest service.
- Assisted managers with schedules, task assignments, and store readiness.
- Resolved customer complaints promptly and professionally while maintaining a positive attitude.
- Ensured compliance with all company regulations, policies, procedures, safety protocols.
- Supervised and trained staff to ensure customer service standards were met.
Education
Some College (No Degree) - Education
Collin College McKinney Campus
McKinney, TX 08.2017 - 12.2019
Skills
- Policy compliance
- Relationship management
- Problem solving
- Attention to detail
- Effective communication
- Strong empathy
- Industry awareness
- Multitasking capacity
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Currently studying to take SIE exam.
Accomplishments
- Member of PNC Wealth Management Advisory Council.
Affiliations
- Smoking meats such as; brisket, ribs, sausage, chicken.
- Gym and outdoor activities.
- Spending time with family, I’m the eldest out of 5.
References
References available upon request.
Timeline
Client Solutions Specialist
PNC Wealth Management
06.2023 - Current
Relationship Banker
PNC Bank
10.2021 - 06.2023
Hybrid Relationship Banker
BBVA Compass Bank
12.2020 - 10.2021
Assistant Store Manager in Training
Buc-ee’s Travel Station
04.2019 - 12.2020
Some College (No Degree) - Education
Collin College McKinney Campus
08.2017 - 12.2019