Sulay Ortega
New York,NY
Summary
Results-oriented and inspiring executive with professional experience in sales and operational excellence. Focused on balancing customer needs with bank business goals by utilizing proactive approaches with a proven record to exceed targets and building customer relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Branch Premier Banker LP (SAFE)
Wells Fargo & Company
New York, NY
05.2024 - Current
- Successfully managed a portfolio of high-net-worth clients, with a total banking relationship exceeding $50M, providing tailored financial solutions, including lending, investment, and insurance.
- Collaborated with internal partners such as financial advisors, mortgage consultants, and business managers to deliver a holistic approach.
- Increased portfolio size by $15M in one year through strategic uncovering of outside assets, deepening client relationships, and implementation of personalized plans to consolidate client relationships.
- Contributed to a 25% increase in branch performance by consistently surpassing target goals, deepening client engagement, and generating high-value referrals.
Relationship Banker (Manager on Duty)
J.P. Morgan Chase
New York, NY
07.2019 - 05.2024
- Built long-term client relationships by delivering personalized financial solutions and superior service, achieving a 95% client retention rate.
- Delivered presentations with internal partners in lending and wealth management to enhance our team's trust and new business opportunities.
- Consistently ranked in the top 10% of relationship bankers across the Lower Manhattan financial district for sales performance and customer satisfaction.
- Trained branch staff on product value propositions and sales techniques to ensure consistent messaging and better results.
Supplemental Instruction Leader
Guttman Community College
New York, NY
02.2019 - 06.2021
- Designed and implemented structured lesson plans tailored to the course curriculum and student needs, resulting in a measurable improvement in performance and retention.
- Led weekly SI sessions for groups of 10 to 15 college students, reinforcing key concepts, and promoting active learning strategies.
- Developed and executed dynamic, student-centered lesson plans aligned with faculty objectives, fostering deeper comprehension of complex course material.
Education
Bachelor of Arts - Economics
Queens College
Queens, NY05-2021
Skills
- Client portfolio management
- Investment products
- Sales, Marketing, and Business Development
- Data analysis and reporting
- Risk management and mitigation
- Performance tracking and evaluation
Certification
- Life Insurance License (New York, Connecticut, New Jersey)
- Series 63 (FINRA) License: Uniform Securities Agent State Law
- Series 6 (FINRA) License: Investment Company Product/Variable Contracts Representative
- Securities Industries Essentials (SIE)
Languages
Spanish
Native/ Bilingual
Timeline
Senior Branch Premier Banker LP (SAFE)
Wells Fargo & Company
05.2024 - Current
Relationship Banker (Manager on Duty)
J.P. Morgan Chase
07.2019 - 05.2024
Supplemental Instruction Leader
Guttman Community College
02.2019 - 06.2021
Bachelor of Arts - Economics
Queens College
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