Shirley Ortega
Branch Leader Assistance Vice President
Lutz
Summary
Well-qualified and results-oriented Banking Professional with over 20 years of successful experience in positions of increasing responsibility and duties. Develop and execute sales, relationship, and credit strategies that are aligned with the business plan to achieve desired revenue and services goals. Top-performer with track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating customers on banking products and recommending best options that meet their short and long-term needs. My Purpose is to inspire, build a better life and communities with integrity. Highly detail-oriented and professional Branch Leader, successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Offering strong organizational and problem-solving abilities, eager to learn and develop in leadership environment. Brings solid foundation in customer service and operational management, with ability to quickly acquire industry-specific knowledge. Ready to use and develop communication and decision-making skills in Small Business and Commercial role.
Overview
23
23
years of professional experience
1
1
Certification
2
2
Languages
Work History
Branch Leader
Truist Bank
09.2006 - Current
- The Branch Leader has responsibility for managing all aspects of assigned Branch(es).
- The responsibilities include but are not limited to: Driving Branch Performance through Leading, Coaching and Managing and Business Development.
- Small Business Expertise and Development critical to Truist Purpose in inspiring and building better lives and communities.
- Ensuring compliance with internal controls, operational procedures and risk management policies.
- Management of Human Capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling.
Office Manager
MARTINEZ CARGO EXPRESS
06.2002 - 01.2006
- Maintains office services by organizing office operations and procedures, preparing payroll, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions.
Education
BBA - FINANCIAL ADMINISTRATION AND SCIENCE
INSTITUTO TEG COMFENALCO
Cartagena Colombia 05.2001 - 05.1997
Skills
Strategy Development
Team management
Sales leadership
Staff development
Innovation skills
Branch operations management
Languages
5
Accomplishments
- Improved loan production by 150% in a span of few months.
- Repeatedly received recognition from superiors for excellence in service.
- Successfully closed an average of 50 Small and Retail loans per month.
- Received the “Excellent Award” for exemplary performance and recognition for handling the largest deposit Balance Growth over 110% in the company.
- Increased monthly revenue 130% through implementation of strategic initiatives.
Certification
Retail Lending
Timeline
Retail Lending
12-2024
Branch Leader
Truist Bank
09.2006 - Current
Office Manager
MARTINEZ CARGO EXPRESS
06.2002 - 01.2006
BBA - FINANCIAL ADMINISTRATION AND SCIENCE
INSTITUTO TEG COMFENALCO
05.2001 - 05.1997
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