Walter Ortega Email & Phone Number

Miami-Fort Lauderdale Area

Florida, United States

• Responsible for the entire process of new client acquisition from identifying prospects, delivering customized financial service solutions to completing facility availment.• Utilize all possible channels to prospect quality new to bank clients or business ventures in support of specific business growth.• Work with senior management to structure and negotiate complex deals and financial requirements.• Manage sales cycle including pipeline development, due diligence research, support of deal negotiation and closure as well as project-program management and implementation.• Facilitates client on-boarding process by resolving operations and service issues that might arise.• Develop and manage program related internal and external processes by sourcing, evaluating, winning, and closing new partner programs.• Ensure all KYC and AML as well as other compliance norms are strictly adhered to.• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets.• Drive compliance with applicable laws, rules and regulations.

Miami, Florida, United States

• Responsible for proactively sourcing, acquiring, expanding and retaining costumer relationships by maximizing sales opportunities in an assigned territory.• Ensured a world-class costumer experience for all current and prospective clients.• Subject matter expert on complex credit and treasury products and support their assigned area branches end to end.• Provided leadership, coaching, training and developed small business knowledge and skills to assign branch territory team, primarily branch managers, through execution of joint sales activities, and identifying referral opportunities.• Partnered with Commercial Banking, Mortgage, CitiGold, and Personal Wealth Management to ensure ongoing and appropriate client communication to support maximization and satisfaction of client relationship.• Led as the subject matter expert across abroad sales territory of 7 branches.• Managed complex credit request up to $1MM, uncover client opportunity greater than $1MM and work closely with Senior Business Banker to refer opportunities with monthly client and prospect contacts.• Proactively managed portfolio of assigned high value clients.• Expanded business banking customer relationships by identifying needs and maximizing opportunities.• Delivered client satisfaction and relationship profitability, primary point of contact.• Exceptional performance, surpassing annual credit and deposit acquisition targets by 400% in 2023, ranking among the top producers nationwide.

Florida, United States

Florida, United States

Santiago, Santiago, Dominican Republic