YAHAIRA ALBERTO Ortega

Focus of the role: Client Relationship Building and Management.

• Manage the assigned book of business to stay in touch with client relationships for servicing, and strengthen long-term business retention.
• Manage effective meetings by engaging client interactions.
• Hold effective meetings daily for new and existing clients to uncover short, mid and long-term financial goals.
• Assist through a wide range of banking needs with the support of Chase in branch partners (personal banking, business banking, home lending, wealth management).
• Engaged with clients to assess financial needs and provided tailored advice and solutions on banking products.
• Conducted regular follow-ups with clients to ensure service satisfaction.
• Balanced a daily "Plan of the Day" agenda to hold client meetings, walk-in’s, proactive outreach to assigned book of business via calls and emails in order to ensure successful time management.
• Strongly collaborative with branch team members to provide best practices and client service experience.

• Loan officer & personal banker; assisting members in different banking capacities with loan applications to basic/complex account maintenance. This role entails many job responsibilities such as handling varies types of loan categories. Required to maintain sales production, assisting members on day to day basis and much more.
• Handled opening advanced accounts: Fiduciary, Trust, Estate, UGMA (minor) accounts.
• Required to meet sales expectations to reach Branch goals.
• Prospected potential loan applications by cold calling and receiving in-bound call from member services.
• Sat down with members discussing their financial needs to extend them Credit Union products depending on those needs.
• Handled loan applications (personal, auto, credit card, etc): obtained general information, pulled credit, evaluated credit report and reviewed applications to provide loan statuses.
• Educated members about the Credit Union and its products.
• Facilitated Real Estate loan closings and notarized documents.
• Worked in team environment sharing ideas for personal development.

• Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues within a complex industry.
• Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
• Personalized client experience, identifying unique needs and providing information and services to match.
• Assisted clients with company platforms (such as ThinkerSwim), website navigation, and educated with related brokerage accounts and services to improve the client service.
• Executed equity, option, mutual fund, fixed income and alternative investment trades.
• Provided clients security quotes with bids and asks to assist them with placing over the phone trades.
• Utilized teams channel to collaborate with peers on complex issues.

• Provided bank leadership in absence of branch manager.
• Developed strategy to achieve target sales goals.
• Supervised branch team members and provided management with suggestions regarding performance assessments.
• Monitored daily operations and supported Branch Manager in necessary duties.
• Maximized sales potential by training new members in improved sales strategies.
• Trained and mentored highly effective teams to meet corporate service standards.
• Built client rapport through frequent individualized recommendations for financial products and services.
• Developed and maintained client rapport to meet financial service needs and drive branch loyalty.

• Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Sold various products by explaining unique features and educating customers on proper application.
• Coached team members on security risks and loss prevention to aid in mitigating store theft.

• Entered requested menu items into POS terminal, modifying with substitutions and add-ons to customize orders.
• Followed all company safety standards, including food quality and sanitation procedures.
• Took orders, prepared foods and processed payments in full-service.