Summary
Overview
Work History
Education
Skills
Languages
Interests
Timeline
Generic

Tania Orozco

Dillon,CO

Summary

Dynamic banking professional with a proven track record at First Bank and BMO Bank of Montreal, excelling in customer service and financial solutions. Skilled in branch operations and account maintenance, I fostered client loyalty and drove team performance improvements, enhancing profitability while ensuring compliance with banking policies. Bilingual in Spanish and English, I deliver exceptional service.

Experienced with overseeing complex operational functions and implementing process enhancements. Utilizes leadership skills to drive team collaboration and meet organizational benchmarks. Knowledge of strategic planning and resource management for optimal operational performance.

Overview

10
10
years of professional experience

Work History

Personal Banker

BMO Bank of Montreal
09.2022 - 09.2024
  • Cultivated strong client relationships to enhance customer loyalty and retention.
  • Provided tailored financial solutions based on individual client needs and goals.
  • Assisted clients with account management, transactions, and product inquiries effectively.
  • Conducted comprehensive financial reviews to identify opportunities for growth and savings.
  • Drove initiatives that improved team performance and increased branch profitability through collaboration.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Operations Supervisor

First Bank
09.2014 - 02.2022
  • Assisted in monitoring daily operations to ensure efficient workflow and adherence to safety protocols.
  • Supported staff training initiatives to promote operational best practices and enhance team performance.
  • Learned inventory management processes, contributing to accurate stock tracking and reporting.
  • Collaborated with team members to identify areas for process improvement and implement solutions.

Education

GED -

Colorado Mountain College
Dillon, CO
05-2013

Skills

    Branch operations

  • Customer service
  • Customer satisfaction
  • Positive attitude
  • Cash handling
  • Fraud prevention
  • Sales expertise
  • Banking policies and procedures
  • Account maintenance
  • Loans
  • Financial services
  • Branch management
  • Spanish/English fluency

Languages

Spanish
Native or Bilingual
English
Full Professional

Interests

  • I enjoy helping others and giving back to the community
  • I enjoy cooking for friends and family gatherings

Timeline

Personal Banker

BMO Bank of Montreal
09.2022 - 09.2024

Operations Supervisor

First Bank
09.2014 - 02.2022

GED -

Colorado Mountain College

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