Hali Ornelas

Personal Banker III at SunTrust
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Tallahassee Metropolitan Area, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker III
      • Oct 2017 - Present

      • Provide a superior client service experience while assisting in and supporting all aspect of service and sales- related activities in the branch• Develop new and strengthen existing personal and business client relationships• Provide financial solutions that meet clients’ needs and goals, penetrating all product and service lines• Provide financial solutions that meet clients’ needs and objectives using sale activities to include conducting consultative conversations, online charts, tele-consulting and making referrals when appropriate• Perform routine client maintenance request problem resolution and basic sales functions• Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients• Completed SunTrust trainings instructor lead and web based• Able to maintain goals on scorecard• Maintained vault (creating shipments in/out and selling/buying money )

    • Front Office Receptionist
      • Mar 2012 - Oct 2017

      As the head receptionist, I had many responsibilities to do daily such as : • Multitask answering phones and helping assist patients’ needs• Scheduling appointments that best fit patients time schedule• Faxed documents to other offices• Made bank deposits and made sure accounts stayed accurate• Collected money for copayments or passed due accounts and posted them to patients accounts• Handled POC's (Plan of Cares) and also handled any specialty letters• Established new patient accounts• Made sure patient’s demographics and insurance was up to date • I managed the doctor’s schedules• Scheduled meetings and luncheons for Doctors and Drug Reps• Helped assist my office manager with her job duties as well as train new employees.

    • Front desk secretary & Dispatcher
      • Sep 2011 - 2014

      I worked different shifts at Pine Cliff Cotton Gin. The job was seasonal and lasted for approximately 4 months out of the year.• Weighed seed and module trucks.• Kept track of all the cotton modules and made sure everything matched the paper work before it left out to the warehouse.• I also dispatched messages.

    • Sales supervisor/ Alltel agent
      • Oct 2010 - 2013

      Hi-tech was considered a one stop shop. At Hi-tech we sold electronics as well as repaired them. We not only sold/repaired electronics but house hold products as well. We were also a payment center for many businesses as well as companies. • Worked as an Alltel representative. • Set up two year accounts and sold cell phone accessories. • Made sure our inventory was right and everything stayed stocked. • Sold and leased many things such as furniture, appliances, and electronics. • Established new contracts when leasing any merchandise. • Processed payments and make sure the accounts were staying up to date as well as paid. • Kept the sales floor neatly organized, trained new employees, handled bank deposits and daily reports.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Car Hop
      • Jul 2009 - 2010

      Take food orders from customers.Made sure my work area is clean and organized. Trained new employees.

Education

  • Bainbridge College
    2011 -

Community

You need to have a working account to view this content. Click here to join now