Jamie Ortiz of Bank of Marin is a winner of North Bay Business Journal's 2018 Latino Business Leadership Awards.
Professional background: Local Community Banker since 2001 with Bank of Marin. Experienced in both Bank Operations and Sales.
Education: Education mostly in Mexico plus College of Marin and Andrew P. Barowsky School of Business at Dominican University “The Making of Leaders Class”
Tell us your story and that of your organization: As the Central Marin Market Manager, I am responsible for the profitability and grow of the market by developing new business within the San Rafael/Central Marin Market. Bank of Marin., as the leading business and community bank in the Bay Area, with 20 retail offices in San Francisco, Marin, Napa, Sonoma and Alameda counties, provides business and personal banking, commercial lending, and wealth management and trust services. Specializing in providing legendary service to our customers and investing in our local communities, the bank focuses its philanthropic efforts on making a difference in several vital areas including health and human services, education and the arts.
Is there a major accomplishment in the past year or so that you would like to share?
Recipient of the first annual Legendary Customer Service Award Bank of Marin; President’s Club Winner 2016 as branch manager and, president’s Club Winner 2017 as Bank of Marin Market Manager
What is the achievement you are most proud of?
Getting to where I am today. From bank customer service representative (bank teller) to bank market manager. My new positions allows me to be an active community member, to mentor others and to provide for my children the opportunity for them to go to college.
What is your biggest challenge today?
My biggest challenge today is trying to find a work life balance between my family, banking career and community volunteerism.
As a successful professional, what were the biggest obstacles you faced and how did you overcome them?
When I came to the U.S. in 1986 I spoke very little English and I quickly realized that I would need help I want it to succeed in business and provide for my family. I signed up with Marin Literacy Program for tutoring and with their support I proceeded to get college education and now, I am a vice president and market manager at Bank of Marin for the Central Marin Market.
How do you think your profession will change in the next five years?
Technology is changing the retail-banking world. Banks are looking to strategically add technology and efficiency. The new technology is helping banks reduce the cost of operating the branch while freeing up more time for profitable consulting and face time with customers. By leveraging engaging staff, proper training and the right technology plan, banks can drive revenue higher, leading to profit grow.
While transactions volume are declining so is the customer’s ability to wait in line for service. People are busy they want to get banking done and move to their next errand, the right technology plan for the retail bank serve the customers in the best and most efficient way possible creating a good and pleasant customer experience.
Who was your most important mentor?
Joan Capurro former community director for Bank of Marin and Joanne Webster, president and CEO of the San Rafael Chambers of Commerce whom thought me the importance of community involvement and the value a creating good relationships in the community.
Vice President and Market Manager
Bank of Marin
1101 Fourth St. San Rafael, 94901.