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Jesica Ortiz

Client Relationship Manager Iii @TOA Global

Fort Worth, TX, US
EMAILS
j••••••••@toaglobal.com
MOBILE NUMBERS
+12•••••••62

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WORK HISTORY

Sep 2023 — Present

Client Relationship Manager Iii @TOA Global

Fort Worth, TX, US

Exemplified personable leadership and research accuracy to plug into and strengthen relationships with a range of clients who were marked for mid-term flight risk or upselling opportunities, ensuring each interaction was a solidification of the propounded brand to projection.Elevated customer satisfaction metrics through the implementation of meticulously tailored solutions designed to address the unique needs of each client, fostering stronger connections and loyalty.Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.Developed strong rapport with clients through steadfast commitment to consistent follow-up and meticulous attention to detail, resulting in strengthened relationships and enhanced client satisfaction.Implemented proactive client retention strategies, resulting in a measurable decrease in mid-term flight risk and a notable increase in upselling opportunities.

ABOUT JESICA ORTIZ

Productive and engaging local client relationship manager here in downtown Fort Worth! I am passionate about building strong connections with clients in the community and getting involved with non-profits and local business growth. I thrive on fostering long-term relationships and I am always eager to learn and grow within the community. I am always seeking out new opportunities to deepen my understanding of local needs and trends. With a focus on collaboration, communication, and innovation, I am committed to helping clients achieve their goals and drive success for the organizations. Whether through networking, outreach, non-profit events, community engagement or targeted marketing campaigns, I am dedicated to building a strong brand presence for Valliance Bank and expanding my reach within the community.

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