Olivia Meza-Ortiz

Vice President @U.S. Bank

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2016 — Present

Vice President @U.S. Bank

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Chicago, IL, US

Senior Treasury Management Consultant | Healthcare Sector Specialist- Develop and expand treasury management portfolios by proactively engaging healthcare clients and prospects- Build and nurture long-term relationships to ensure exceptional service delivery and identify cross-selling opportunities- Craft and deliver tailored sales presentations that align with client financial goals and operational needs- Collaborate with internal teams to design and implement customized treasury solutions, ensuring seamless integration and client satisfaction- Contribute to strategic planning by analyzing market trends and supporting the development of targeted sales initiatives.

EDUCATION

N/A

University of Illinois Chicago

Bachelor of Science

SKILLS

Solution SellingCross SellingFinancial ServicesHealthcareBusiness DevelopmentProject ManagementCustomer RetentionTreasury ManagementBusiness Relationship ManagementCash ManagementCorporate FinanceCredit CardsAchRelationship ManagementRevenue CycleCommercial BankingTreasury ServicesManagementLeadershipBankingRisk ManagementPortfolio ManagementCredit

ABOUT OLIVIA MEZA-ORTIZ

Seasoned sales and relationship management leader with over 25 years of progressive…

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Olivia Meza-Ortiz — Vice President at U.S. Bank in Chicago, IL, US | Unifers