Ivan Orrego

Ivan Orrego is a growth-oriented retail branch banking executive with an extensive background leading multi-branch credit union & bank sales and customer service, operations, and staff. He has proven his talent in developing high-performing teams, improving processes, and delivering a world-class customer experience.

Ivan successfully transformed the banking model within two financial institutions to provide personalized service, attaining an 82.5% NPS scores. He optimized processes to improve loan closing and call escalation. He implemented staffing models using techniques learned in Six Sigma. Ivan has created numerous performance plans and metrics, incentive strategies, and leadership development tactics.

Ivan is fluent in Spanish with strong capabilities in communication, relationship building, and community relations. His capacity to empathize allows me to connect with people at a deeper level & build a trusting rapport with employees, customers, and vendors.

Ivan believes in assembling teams that strive to exceed customer expectations. By coaching personnel to increase performance, employees win promotions to management roles within the company and managers boost their performance and customer experience. This strategy yields repeat sales and referrals as the customers become key promoters of the business.

Diana Valencia