Alain Castillo
Miami,FL
Summary
Versatile professional with a proven track record in financial planning and relationship building, honed at Bank of America and other leading institutions. Excelled in refining customer solutions and enhancing referral management, achieving notable client satisfaction. Expert in sales and problem-solving, adept at mentoring peers for collective success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
12.2023 - Current
- Analyzed customers' financial information to deliver personalized guidance.
- Adapted services to suit customers' changing financial circumstances.
- Answered customer questions and explained available resources.
- Cultivated strong customer relationships.
- Provided peer guidance and professional development support.
Bank Teller
Citizens Bank
06.2023 - 12.2023
- Completed highly accurate, high-volume money counts.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales.
Manager of Operations
Dami Bakery
10.2018 - 07.2023
- Established positive and effective communication.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Partnered with vendors and suppliers to effectively manage and budget.
- Analyzed and reported on key performance metrics to senior management.
Education
BBA - Finance
Florida International University
Miami07-2018
Associate of Arts - Business Administration
Miami Dade College
Miami, FL07-2015
High School Diploma -
High School Diploma
Southwest High School06-2013
Skills
- Sales expertise
- Problem Solving
- Financial Planning
- Referral Management
- Relationship Building
- Customer Routing
- Client Solutions Advisory
Certification
Notary Public, FL
UnidosUS’s Latinos in Finance Program
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Software
Excel, Word, Powerpoint
IBM Cognos Analytics
SSA
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Bank Teller
Citizens Bank
06.2023 - 12.2023
Manager of Operations
Dami Bakery
10.2018 - 07.2023
BBA - Finance
Florida International University
Associate of Arts - Business Administration
Miami Dade College
High School Diploma -
High School Diploma