Tiana Ortiz
Camden
Summary
To progress in an established environment where performance and development are core values. Eager to learn, with a sharp eye for details. Able to reliably focus on operational tasks while coaching and maintaining sales proficiency on various products & services.
Overview
4
4
years of professional experience
Work History
Member Service Rep III/Lead/Business Specialist
First Harvest Credit Union
01.2023 - Current
- Coaching
- Performance measurements of Member XP performance (Customer Service Standards & Metrics)
- Cash handling
- Retail Banking Sales
- Loans & Credit Cards
- Deposit account
- Financial Advisor Referrals
- Ancillary financial products
- World Class Customer service
- Retail Banking Operational Tasks
- A Daily Tasks
- B Monthly Tasks
- C Quarterly Tasks /Semi Annual Tasks
- Retail Banking Compliance
Sales Associate
Adidas
06.2021 - 01.2023
- Maintain customer satisfaction focusing on their needs
- Meeting sale requirements and store expectations
- Cashier and Stock expert
- Cash Handling, Daily Cashbox Settlement
Education
High School Diploma -
Camden Academy Charter High School
Camden01.2021
Skills
- Notary
- Operations
- Leader & Team Player
- Banking & Finance
- Microsoft Excel
- Meridianlink
- BetterLobby Calendar
- Outlook
Timeline
Member Service Rep III/Lead/Business Specialist
First Harvest Credit Union
01.2023 - Current
Sales Associate
Adidas
06.2021 - 01.2023
High School Diploma -
Camden Academy Charter High School