Maria Ortiz
American Community Bank & Trust
Woodstock
1
Certification
20
years of professional experience
Dedicated administrative and banking professional with 17 years of experience in customer service, record management, and priority coordination in fast-paced environments. Holds a Bachelor of Business Administration with a concentration in Human Resources. Bilingual in English and Spanish, equipped with strong organizational, communication, and data management skills, ready to support employees and applicants as an HR Office Assistant.
Work History
Senior Treasury Management Specialist
3 Years- Develop procedures to enhance client and employee engagement.
- Assisted with special projects from leadership and other departments.
- Create procedures for client and employee use.
- Coordinate multiple projects concurrently, prioritizing urgent tasks.
- Maintained organized electronic client files for easy access and reference.
Treasury Management Representative
4 Years- Completed implementation of new business online banking enrollments using Fiserv operating systems to enhance client access.
- Delivered professional and courteous service on inbound and outbound calls, ensuring client satisfaction.
- Maintained comprehensive knowledge of treasury management products and services to effectively assist customers and resolve issues.
Service Manager
11 Years 5 Months- Managed, coached, and developed Service Representative staff by coordinating various work assignments.
- Coordinated work assignments to manage, coach, and develop Service Representative staff, enhancing service delivery.
- Resolved customer-related issues and deescalated disputes to maintain customer satisfaction and loyalty.
- Maintained and updated client files and monitored work for accuracy.
- Delivered integrated information to customers, staff, and community members, ensuring clarity and support.
Receptionist
1 Year- Greeted visitors and directed them to appropriate departments, enhancing their experience and ensuring smooth operations.
- Maintained professional and friendly atmosphere in reception area, contributing to positive first impressions.
- Ensured a positive client experience while assisting the efficiency of the organization.
- Facilitated positive client experience, supporting overall organizational efficiency.
Education
Bachelor of Business Administration - Human Resources
Associate in Science
General Studies
Skills
Various Software Programs
Administrative & Office Management
Software proficiency
Document Preparation
Technology Literacy
Analytical Problem Solving
Cash Flow Management
Bilingual – Spanish & English
Oral & Written Communication
Interpersonal Skills
Adaptability
Certification
- Electronic Banking Certification
- Bankers College
Timeline
Senior Treasury Management Specialist
American Community Bank & Trust
07.2023 - CurrentRead More
Treasury Management Representative
American Community Bank & Trust
07.2019 - 07.2023Read More
Service Manager
BMO Harris Bank
02.2008 - 07.2019Read More
Receptionist
New Millennium Realty
01.2007 - 01.2008Read More
Woodstock High School
General Studies
Read More
McHenry County College
Associate in Science
Read More
Columbia College
Bachelor of Business Administration from Human Resources
Read More