Paola Ortiz
About Paola Ortiz
Paola Ortiz serves as the Vice President Branch Manager at Chase in New York, bringing over 15 years of management experience. She previously worked as an Assistant Manager at Valley National Bank and holds degrees in Financial Management and Marketing.
Work at Chase
Paola Ortiz has served as Vice President Branch Manager at Chase since 2007, accumulating 17 years of experience in this role. She is responsible for ensuring compliance with banking policies, procedures, and regulatory requirements within the branch. Ortiz plays a key role in improving branch revenues and managing expenses while striving to exceed customer expectations. Her responsibilities include setting clear objectives for the branch and its employees, monitoring progress, and tracking results. Additionally, she focuses on establishing and maintaining effective relationships with customers, business partners, staff, and community members.
Previous Experience at Valley National Bank
Prior to her tenure at Chase, Paola Ortiz worked at Valley National Bank as an Assistant Manager from 2005 to 2007 in Wayne, New Jersey. During her two years in this position, she gained valuable experience in banking operations and customer service, which contributed to her development as a banking professional. This role laid the groundwork for her future success in branch management.
Education and Expertise
Paola Ortiz holds a Bachelor's degree in Financial Management and Finance from Fairleigh Dickinson University, where she studied from 2006 to 2009. Additionally, she studied Marketing and Business Management at Universidad De Las Américas from 1997 to 2000. Her educational background provides her with a solid foundation in financial principles and business strategies, which she applies in her current role.
Management Experience
With over 15 years of management experience, Paola Ortiz has focused on leading and directing teams to ensure optimal productivity. She is known for being a resourceful employee advocate and customer liaison, capable of managing multiple organizational projects simultaneously. Her expertise includes hiring top talent to enhance branch performance and fostering a productive work environment.