CLAUDIA ESTHER ORTIZ
Lebanon,PA
Summary
Motivated individual with experience in financial services and customer service. Responsible for building and maintaining relationships with clients and providing tailored financial solutions to meet needs. Able to identify opportunities to cross-sell products and services to a wide range of clients. Known for being a fast learner, able to quickly comprehend and follow instructions. Possesses strong problem-solving and time management skills.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Santander Bank
08.2024 - Current
- Customer service representative
- ATM Custodian
- Personal and business account opening
- Credit cards, personal loans, and line of credits applications
- Teller
- Conducted financial assessments to recommend suitable banking solutions for clients.
- Verified customer identity and reviewed documentation for accuracy.
- Achieved high levels of client acquisition through effective networking and referral strategies.
Retail Banker I
TD Bank
01.2022 - 07.2024
- Customer service representative
- Home lending referrals
- Business accounts opening
- Executed daily banking operations, ensuring compliance with established policies and procedures.
- Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
- Reached out, generated appointments and built new relationships to grow business.
Banking Associate
TD Bank
01.2022 - 07.2024
- Customer service representative
- Teller
- Implemented effective cash handling policies that minimized discrepancies between recorded transactions and actual balances held at the end of each business day.
- Managed a diverse portfolio of accounts, balancing the interests of individual clients with the overall profitability of the bank''s lending activities.
- Improved customer retention rates with tailored financial advice, helping clients achieve their short-term goals while planning for long-term success.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Pharmacy Technician
Rite Aid
07.2021 - 01.2022
- Pharmacy technician
- Customer service
Pharmacy Technician
Rite Aid
07.2021 - 01.2022
- Pharmacy technician
- Customer service
- Stocked, labeled, and inventoried medication to keep accurate records.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
Pharmacy Technician
Millennium pharmacy
10.2020 - 06.2021
- Customers service
- Cashier
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Summer Youth Employee
CHLDC Summer Program
06.2020 - 09.2020
- Organized and maintained all program supplies
- Created flyers and handmade art for summer programming
- Conducted weekly outreach to students' parents
Education
High School Diploma -
BROOKLYN LAB HIGH SCHOOL
Brooklyn, NY06.2021
Business Administration
HARRISBURG AREA COMMUNITY COLLEGE
Lebanon, PASkills
- Fluent in Spanish and English
- Effective communication
- Active listening
- Emotional understanding
- Patience
- Analytical problem-solving
- Accountable for tasks
- Team Player
- Interpersonal skills
- Time Management
- Relationship building and management
- Friendly, positive attitude
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
Santander Bank
08.2024 - Current
Retail Banker I
TD Bank
01.2022 - 07.2024
Banking Associate
TD Bank
01.2022 - 07.2024
Pharmacy Technician
Rite Aid
07.2021 - 01.2022
Pharmacy Technician
Rite Aid
07.2021 - 01.2022
Pharmacy Technician
Millennium pharmacy
10.2020 - 06.2021
Summer Youth Employee
CHLDC Summer Program
06.2020 - 09.2020
High School Diploma -
BROOKLYN LAB HIGH SCHOOL
Business Administration
HARRISBURG AREA COMMUNITY COLLEGE
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