Summary
Overview
Work History
Education
Skills
Activities
Languages
Timeline
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YADLYN ORTIZ

Raleigh,NC

Summary

Highly-skilled Deposit Operations Specialist adept in data analysis, account research and performing bank transactions. Demonstrated abilities in administrative duties, including filing, faxing, answering phones and handling customer inquiries. Ambitious, hard-working and personable.

Overview

5
5
years of professional experience

Work History

DEPOSIT OPERATIONS SPECIALIST I

THOMASTON SAVINGS BANK
07.2023 - Current
  • Provides support for customers on bank Cash Management Services (ACH Origination, Positive Pay, and Remote Deposit Service)
  • Provides support for internal and external customer on complex daily online banking services (bill pay, external transfers, eStatements, etc.)
  • Works with external vendors to resolve customer problems and inquiries
  • Recommends and keeps abreast of new technologies that focus on development and enhancement of banking services
  • This includes reviewing and improving processes, procedures and forms used for banking services, to ensure user friendliness and efficiency
  • Provides project support; assists with research, evaluation, testing, installation, and monitoring of selected new vendors/systems
  • Utilizes experience-based knowledge to research and resolve customer inquiries explaining specific policies, procedures and products
  • Ability to effectively present information and respond to questions and service requests from customers and staff
  • Promotes business for Bank by maintaining good customer relations and referring customers to appropriate staff for new services
  • Assists in training of bank employees on Bank operational services including creation of training materials.

RELATIONSHIP TELLER III

SAVINGS BANK OF DANBURY
01.2019 - 01.2022
  • Provide hands-on oversight to daily branch operations, including administrative and accounting duties, risk management, transaction accuracy and execution of operational leadership tasks while managing top performing team to deliver effective financial services to clients
  • Develop risk management protocols and map related action plans by identifying business threats, prioritizing areas of focus, and educating associates on avoiding risks
  • Drive branch performance results through strong individual sales performance and direction of entire branch team to meet and exceed sales and quality service goals
  • Maintain branch in compliance with all bank policies, procedures, and internal audits
  • Track and manage service and operational performance metrics through monitoring of daily activities and reports
  • Effectively ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements
  • Communicate with clients to help them achieve their financial goals and proficiently handle customer escalations in absence of branch manager
  • Train and coach associates to ensure compliance with established policies and procedures in customer service, operational procedures, transactions accuracy and customer engagement
  • Opened deposit accounts and sold banking products, services, and solutions by uncovering financial needs and recommending best solutions.

Education

Business Administration -

NAUGATUCK VALLEY COMMUNITY COLLEGE
WATERBURY, CT

High School Diploma -

KAYNOR TECHNICAL HIGH SCHOOL
WATERBURY, CT
01.2012

Skills

  • Data Entry
  • Customer Service
  • Task Prioritization
  • Competitive Product Positioning
  • Discrepancy Resolution
  • Processing deposits
  • Microsoft PowerPoint, Excel, and Word
  • Preparation of management reports

Activities

  • AHEAD, Committee Member, 2022, Present
  • ACE, Committee Member, 2023, Present

Languages

Spanish
Native or Bilingual

Timeline

DEPOSIT OPERATIONS SPECIALIST I

THOMASTON SAVINGS BANK
07.2023 - Current

RELATIONSHIP TELLER III

SAVINGS BANK OF DANBURY
01.2019 - 01.2022

Business Administration -

NAUGATUCK VALLEY COMMUNITY COLLEGE

High School Diploma -

KAYNOR TECHNICAL HIGH SCHOOL

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YADLYN ORTIZ