Michelle Ortiz
- Role
- Director, Treasury Management Consultant at Wells Fargo
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Michelle Ortiz
Dynamic, results-driven sales leader with a record of consistent success, driving growth…
Experience
Director, Treasury Management Consultant
Oct 2009 — Present
Led the creation, development, and implementation of marketing campaigns to drive business growth and increase internal brand visibility. Developed actionable customer segmentation and profiles for improved industry knowledge. Manage and retain large client accounts ($20M-$1B) dealing with C-level contacts, managing their cash and investments. Implement solutions that improve company productivity, reduce financial and regulatory risk, and support growth strategies. Mentored, coached, and developed six junior sales consultants and sales analysts. Established overall strategy for maximizing revenue growth and portfolio cross-sell, maximizing revenue growth by 180%. Led a successful pilot program to address inconsistent client onboarding practices in S. CA division and rolled out to region in 3 months, streamlining internal processes, leading to a better customer experience. Forged vital relationships/partnerships with 220+ mid-market banking companies during nine years on new bank initiatives, technology, and industry trends; averaged 10 new relationships a year, closed 40%. Received Sales Achievement Award for three consecutive quarters of 2017. Recognized as All-Star Strategic Calling Champion (2016) and All Star Technology Leader (2015).
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