Joshua Ortiz Email and Phone Number
I am a dynamic and seasoned professional within the banking and security industry, boasting a robust 15-year track record. My expertise encompasses strategic planning, relationship development, compliance, sales, risk mitigation, and more. Renowned for my dedicated leadership, I consistently deliver exceptional service in fast-paced environments.My skill set is characterized by the ability to analyze intricate information, ensure optimal quality, and effectively train and lead diverse teams. I thrive in adapting to rapidly changing priorities and am recognized for my out-of-the-box thinking. Whether collaborating within a team or working independently, I am committed to ensuring solutions consistently meet or exceed business goals.What sets me apart is my capacity as a quick learner, adept at efficiently acquiring and applying new skills. I have a proven ability to develop impactful solutions and excel in diverse professional environments. Looking forward to connecting with like-minded professionals and exploring opportunities for collaboration and growth.
United Security, Inc. (Usi)
View- Website:
- usisecurity.com
- Employees:
- 222
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Operations Manager/Account ManagerUnited Security, Inc. (Usi) Dec 2022 - PresentStamford, Connecticut, United StatesSuccessfully manage and execute comprehensive event portfolios, overseeing payroll, billing, and accounts receivable.Manage the scheduling of security officers and ticket takers using advanced report methods and automated systems.Lead the recruitment, training, and scheduling of event staff, ensuring efficient operations and adherence to client requirements.Oversee security operations for various venues, including arenas, music festivals, concerts, shows, and sporting events, ensuring the safety and security of all attendees and assets.Coordinate security for commercial and residential properties, implementing strategies to mitigate risks and ensure the safety of occupants and assets.Manage security operations for higher education institutions, including events and around-the-clock security posts, such as museums located on campus.Serve as the primary liaison between clients, cultivating strong relationships and delivering exceptional service and support.Generate and deliver reports to senior management, providing insights and recommendations for improving security operations.Support business development efforts by maintaining existing client relationships and driving new business through strategic interactions.Collaborate with cross-functional teams to identify and resolve issues, implementing enhanced processes and procedures for continuous improvement.Manage over 2000 weekly hours for commercial and residential portfolios, ensuring efficient allocation of resources.Supervise a team of 200 officers specifically for the events team, ensuring seamless coordination and execution of security operations.Coordinate security for music festivals, deploying teams of up to 150 officers simultaneously with 10 to 15 supervisors. -
Event/Concert Security SupervisorUnited Security, Inc. (Usi) Apr 2022 - Dec 2022Bridgeport, Connecticut, United StatesSupervise, Train, Motivate and delegate responsibilities to employees during sporting event, concerts, award shows and private events which include; mandated post, routine patrols, daily assignments, & special requests.Identify and address all medical and safety situations effectively in a timely manner while maintaining composure and accurate documentation to generate incident report.Liaison between venues and State/Federal agencies during high profile events.Attend meetings to pass down important information to security staff in preparation for future events. Maintain proper inventory when issuing & collecting equipment needed. Oversee 50+ employees with deployments, duties, breaks and paperwork.Notify upper management of all situations.Protect guests, employees and assets of the venue by way of observing and reporting situations and enforcing policies and procedures.Man post to control all levels of access.Patrol venue to prevent safety hazards and unauthorized access. Crowd control. -
Relationship BankerWebster Bank Mar 2018 - Dec 2022Westport, ConnecticutMaintain operational excellence and elevate customer service standards by accurately and efficiently processing routine banking transactions at a dedicated banker workstation.Execute a diverse range of customer transactions, including check cashing, processing withdrawals, and balancing duties, consistently ensuring accuracy and compliance.Proactively identify opportunities to develop and strengthen customer relationships, employing basic sales techniques to deepen existing relationships and identify potential sales opportunities.Market a comprehensive suite of consumer and small business banking services to both existing and prospective customers.Demonstrate leadership in the banking center's lobby, engaging in outbound telemarketing calls, participating in marketing campaigns, and contributing to in-center events.Possess a comprehensive understanding of Webster's products and services, utilizing knowledge to identify cross-sell opportunities and referring customers and prospects to specialized departments such as Business Banking, Webster Investment Services (WIS), Cash Management, Personal Lending & Mortgages, Home Equity, Private Banking, and other Sales Council members. -
Personal Banker/Small Business SpecialistJpmorgan Chase & Co. Aug 2012 - Jan 2018Shelton, CtFulfilling a branch-based sales role with a primary focus on acquiring, retaining, and deepening client relationships to contribute to the overall success of the firm.Lead efforts to create an outstanding customer experience, taking a proactive approach to meet clients both face-to-face and over the phone to understand their financial needs.Responsible for opening all new business accounts and ensuring the selection of the most suitable accounts for clients, emphasizing convenience and tailored solutions.As the Small Business Specialist, actively prospect for business opportunities, retaining and growing premier business clients.Collaborate with other specialists, including Mortgage Bankers, Business Bankers, and Financial Advisors, to provide clients with access to experts who can address specialized financial needs.Meet and exceed sales objectives by leveraging a consultative approach to discover client needs and recommending appropriate products and services.Play a key role in achieving branch sales goals, contributing to the overall success of the firm. -
Senior Financial Services AssociatePeople'S United Bank Aug 2009 - Sep 2012Serve as the primary point of contact for customers, playing a pivotal role in driving branch profitability through the promotion of the organization's positive image and expert application of products and services.Contribute to the fulfillment of customer banking requests by assessing needs, providing counseling and advice, and matching customers with the appropriate products and services.Identify and capitalize on cross-sale opportunities during service interactions, enhancing customer relationships and supporting the organization's sales goals.Ensure strict adherence to the organization's policies and procedures, maintaining a commitment to compliance in all customer interactions.Act as a knowledgeable resource for junior staff, guiding them in adhering to the organization's customer service standards and supporting their professional development.Support the application of products and services to customer needs, actively contributing to the branch's referral goals and providing mentoring and modeling techniques for junior staff.In the absence of a supervisor, take on the responsibility of supervising all operational activities, including staffing, cash management, supplies, inventory, and balancing, ensuring strict compliance with the bank's policies and procedures.
Joshua Ortiz Skills
Joshua Ortiz Education Details
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Bassick High SchoolVideo Arts, & Graphic Design
Frequently Asked Questions about Joshua Ortiz
What company does Joshua Ortiz work for?
Joshua Ortiz works for United Security, Inc. (Usi)
What is Joshua Ortiz's role at the current company?
Joshua Ortiz's current role is Relationship Management Professional | Team Leadership | Business Development | Operations | Management | Risk Mitigation | Strategic Implementation | Sales.
What schools did Joshua Ortiz attend?
Joshua Ortiz attended Bassick High School, Housatonic Community College.
What are some of Joshua Ortiz's interests?
Joshua Ortiz has interest in Children, Politics, Gaming, Environment, New Technologies, Science And Technology, Digital Photography, Digital Imaging, Arts And Culture, Health.
What skills is Joshua Ortiz known for?
Joshua Ortiz has skills like Banking, Consumer Lending, Finance, Financial Services, Loan Origination, Branch Banking, Branch Operation, Notary Public, Business Banking, Banking Relationships, Critical Thinking, Active Listening.
Who are Joshua Ortiz's colleagues?
Joshua Ortiz's colleagues are Marianne Dennis, Annette Turner, Rose Elizabeth Bartok, Yahya Abdul-Nur, Lance Reinhardt, Timothy A. Gelatt, Sr., Ray Ferrell.
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