Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Anahi Ortiz

Bellflower

Summary

Dynamic professional with a proven track record at JP Morgan Chase Bank, excelling in investment strategies and customer service. Demonstrated ability to enhance client relationships and mentor teams, leveraging analytical thinking and a professional demeanor. Achieved significant improvements in transaction accuracy and customer satisfaction, showcasing a blend of hard and soft skills.

Overview

7
7
years of professional experience

Work History

Associate Banker

JP Morgan Chase Bank
02.2021 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.

Assistant Store Manager

Pacsun
06.2018 - 02.2021
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Rotated merchandise and displays to feature new products and promotions.
  • Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.

Sales Associate

PINK
04.2020 - 12.2020
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Engaged with customers to build rapport and loyalty.

Education

No Degree - Criminal Justice

Long Beach City College
Long Beach, CA

High School Diploma -

Bellflower High School
15301 McNab Avenue, Bellflower, CA 90706
06-2019

Skills

  • Investment strategies
  • Portfolio management
  • Sales proficiency
  • Loan processing
  • Self-motivated nature
  • Customer service
  • Analytical thinking
  • Professional demeanor

Languages

Spanish
Native or Bilingual

Timeline

Associate Banker

JP Morgan Chase Bank
02.2021 - Current

Sales Associate

PINK
04.2020 - 12.2020

Assistant Store Manager

Pacsun
06.2018 - 02.2021

No Degree - Criminal Justice

Long Beach City College

High School Diploma -

Bellflower High School

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Anahi Ortiz