Jessica Ortega
El Monte
Summary
Results-driven financial services professional with 7+ years of experience supporting business operations, client relationship management, and growth initiatives within retail banking environments. Proven track record of coordinating cross-functional activities, executing marketing and outreach strategies, and improving client engagement through data-driven insights. Skilled in project coordination, process improvement, and stakeholder collaboration, with a strong foundation in compliance, reporting, and operational efficiency. Adept at leveraging technology and emerging AI tools to streamline workflows, enhance client experience, and drive business performance.
Overview
12
12
years of professional experience
Work History
Retail Banker
BMO
Arcadia, CA
06.2024 - Current
- Coordinate business development initiatives and community partnerships visits, uncovering banking needs and generating long-term relationships.
- Plan and execute marketing events and outreach campaign
- Identify cross-selling opportunities and support portfolio growth
- Collaborate with internal teams to meet compliance and operational goals
- Mentor team members to enhance performance and client service
- Built partnerships with the Arcadia Chamber of Commerce and local businesses to expand branch presence and acquire new clients.
- Represented BMO at community events, promoting financial literacy and introducing tailored banking products.
- Hosted the branch's grand opening, attracting local business leaders, chamber members, and community representatives, bringing exposure and strengthening the branch’s market presence.
- Received certificates of recognition from community representatives for contributions to financial education and local engagement.
- Mentored and coached colleagues to enhance team performance and strengthen client service.
- Earned Home Loan Certification, supporting clients with mortgage solutions and expanding lending services.
Relationship Banker
Bank of America
Glendale, CA
09.2021 - 06.2024
- Deepened client relationships by identifying cross-sell opportunities and providing tailored financial guidance.
- Served as Digital Banking Ambassador, driving adoption of online and mobile platforms for efficiency and convenience.
- Processed transactions and account services with precision, ensuring compliance with all banking policies.
- Maintained accurate records of accounts and transactions, contributing to operational accuracy and client trust.
- Developed tailored financial solutions to meet diverse client needs.
- Cultivated strong relationships with clients, enhancing customer loyalty and satisfaction.
Customer Service Representative
Bank of America
Brea, CA
09.2019 - 08.2021
- Delivered front-line client support by resolving inquiries, updating account information, and troubleshooting digital platforms.
- Assisted clients with fraud prevention, debit card replacement, and account security measures.
- Facilitated account research, claims, closures and supported clients with statements, transfers, and payments.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Assisted clients with account management, ensuring accurate information and timely updates.
- drove digital banking adoption and improved operational efficiency
- Ensured compliance with banking regulations and policies
- Supported reporting of client activity and engagement
Teller
Bank of America
Silverlake, CA
04.2018 - 08.2019
- Processed high-volume transactions accurately while balancing daily cash drawers and branch vault.
- Enforced compliance with dual-control and security procedures, safeguarding client and bank assets.
- Supported branch operations by reconciling ATM deposits, wire transfers, and foreign currency exchanges.
- Processed transactions and maintained compliance controls
- Assisted customers with account inquiries, providing timely and effective solutions.
- Processed customer transactions accurately and efficiently to ensure high service quality.
Manager
Ground-Shaker
Montclair, CA
03.2014 - 12.2017
- Oversaw daily retail operations, staff supervision, and customer service for a high-volume store.
- Managed payroll, inventory, and vendor relations to ensure efficiency and profitability.
- Increased sales through implementation of online e-commerce strategies and promotional campaigns.
- Analyzed customer feedback and competitor data to improve store performance and product positioning.
- Managed operations, staff, and marketing campaigns
- Increased sales through promotions and e-commerce strategies
Education
Associates - English
Pasadena City College
Pasadena, CA06-2020
High School Diploma - undefined
Esteban E. Torres High School
East LA06-2013
Skills
- Account management and fraud prevention
- Client relationship management
- Business Development: Chamber of commerce partnerships, community outreach, local business development, event hosting, strategic networking, lead generation
- Leadership & Mentorship: Team coaching, mentoring, professional development
- Experienced with e-commerce platforms
- Networking and business development
Affiliations
ARCADIA CHAMBER OF COMMERCE
BOARD MEMBER
BMO ALLIANCE FOR WOMEN
Southern California Media Chair, Alliance for Women
CERTIFICATIONS:
NMLS
Timeline
Retail Banker
BMO
06.2024 - Current
Relationship Banker
Bank of America
09.2021 - 06.2024
Customer Service Representative
Bank of America
09.2019 - 08.2021
Teller
Bank of America
04.2018 - 08.2019
Manager
Ground-Shaker
03.2014 - 12.2017
High School Diploma - undefined
Esteban E. Torres High School
Associates - English
Pasadena City College