Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Generic

Sonia Ortiz

Bridgeton,NJ

Summary

Experienced retail banker with comprehensive understanding of financial products, banking regulations, and customer service. Strengths include developing tailored financial solutions for customers, managing high-volume transactions, and handling complex issues with accuracy. Proven ability to build relationships with clients and work in fast-paced environments while maintaining the highest level of integrity and professionalism.

Overview

22
22
years of professional experience

Work History

Retailer Banker II

TD Bank
Bridgeton, NJ
11.2015 - Current
  • Provided exceptional customer service by greeting customers, responding to inquiries, and resolving complaints.
  • Collaborated with team members to achieve individual and collective goals.
  • Resolved customer concerns and answered questions to promote positive guest experiences.
  • Assessed customer needs and educated on product. Processed new accounts, including checking, savings, certificates of deposit, and IRAs.
  • Participated in community events related to banking education and outreach programs.
  • Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
  • Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
  • Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Greeted customers and identified customer needs to provide appropriate banking services.
  • Explained bank products and services offered in detail so that customers can make informed decisions.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Developed strong relationships with customers through excellent communication skills.

Sales and Service Specialist

Bank of America
BRIDGETON, NJ
02.2002 - 10.2015
  • Processed new accounts including checking, savings, certificates of deposit, and IRAs.
  • Participated in community events related to banking education and outreach programs.
  • Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
  • Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
  • Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Greeted customers and identified customer needs to provide appropriate banking services.
  • Explained bank products and services offered in detail so that customers can make informed decisions.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Developed strong relationships with customers through excellent communication skills.
  • Crossed trained as a teller and customer service representative.

Education

High School Diploma -

Murray Bergtraum
New York, NY
06-1981

Skills

  • Branch operations
  • Cash Handling
  • Customer Education
  • Customer Service
  • Account Retention
  • New Account Setup
  • Team Cooperation
  • Reliability
  • Customer Service-Oriented
  • Honest and Dependable
  • Effective Communication
  • Staff Assistance
  • Teamwork and Collaboration
  • Spanish speaking
  • Interpersonal Skills
  • Consumer Banking

Languages

Spanish
Professional

Affiliations

I'm active in my church and with my family being available when needed for assistance.

Timeline

Retailer Banker II

TD Bank
11.2015 - Current

Sales and Service Specialist

Bank of America
02.2002 - 10.2015

High School Diploma -

Murray Bergtraum

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Sonia Ortiz