Sulay Ortega
Summary
Highly organized financial services professional with 6+ years of experience supporting affluent client relationships within financial institutions. Proven ability to coordinate cross-functional teams, manage competing priorities, build trusted relationships, and execute complex client requests with accuracy and discretion. Recognized for exceptional organization, attention to detail, strong communication skills, and delivering high-quality support in fast-paced, deadline-driven environments. Licensed in securities and insurance with experience collaborating across wealth management, lending, and banking partners.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Senior Branch Premier Banker
Wells Fargo & Company
New York, USA
05.2024 - Current
- Managed a portfolio exceeding$50 million in client relationship while ensuring timely execution of complex banking,lending and investment request.
- Increased portfolio assets by $15 million in one year through proactive relationship management and strategic coordination with internal partners.
- Coordinate meetings and ongoing communication between clients, financial advisors, mortgage consultants, business banking partners and internal stakeholders to deliver seamless client experiences.
- Prepare for client meetings by gathering financial information, coordinating documentation, and ensuring advisors have the resources needed for productive conversations.
- Prioritized multiple client requests simultaneously, maintaining accuracy and compliance with internal policies and regulatory requirements to support effective service delivery.
- Serve as a trusted point of contact for affluent clients, resolving issues efficiently while maintaining confidentiality and professionalism.
- Contributed to a 25% increase in branch performance through collaboration, operational excellence, and effective client engagement.
Relationship Banker (Manager on Duty)
J.P. Morgan Chase
New York, USA
07.2019 - 05.2024
- Oversaw daily operational priorities, balancing client appointments, service requests, compliance requirements, and branch support responsibilities to maintain service quality.
- Served as primary contact for clients, Financial Advisors, branch leadership, lending partners, and operational teams to coordinate client requests and ensure timely follow-up.
- Trained and mentored new team members on operational procedures, client service standards, and product knowledge.
- Facilitated internal meetings and collaborated with cross-functional business partners to enhance communication and provide integrated financial solutions.
- Maintained accurate documentation and ensured adherence to operational procedures, regulatory standards, and risk management guidelines.
- Delivered presentations alongside internal partners to educate clients and strengthen collaboration across business lines.
Supplemental Instruction Leader
Guttman Community College
New York, USA
02.2019 - 06.2021
- Planned and facilitated weekly instructional sessions, coordinating schedules and preparing materials to enhance student engagement and understanding.
- Developed organized lesson plans that communicated complex information clearly to diverse audiences, fostering inclusive learning environments.
- Strengthened leadership and presentation skills by supporting student success through collaboration and effective organization.
Education
Bachelor of Arts - Economics
Queens College
Queens, NY05-2021
Skills
- Client relationship management
- Wealth & Financial planning prepare meeting materials
- Meeting coordination & preparation
- Risk & compliance awareness
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)
Timeline
Senior Branch Premier Banker
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