Alena Castillo
Cedar Hill,TX
Summary
Proven leader in banking with a track record of enhancing operational efficiency at PlainsCapital Bank. Excelled in team development and compliance management, boosting branch performance and customer satisfaction. Skilled in financial advising and operations management, adept at fostering client relationships and driving business growth. Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Overview
12
12
years of professional experience
Work History
Assistant Branch Manager
PlainsCapital Bank
02.2024 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Coached and developed branch staff by offering constructive feedback and training opportunities.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Relationship Banker II
Comerica Bank
10.2021 - 02.2024
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Universal Banker II
PNC Bank
11.2018 - 04.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Relationship Banker
First Convenience Bank
12.2012 - 04.2018
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Education
High School Diploma -
Lamar High School
Arlington, TX06.2012
Skills
Banking
Operations Management
Business Development
Team Development
Compliance Management
Financial Advising
Audit preparation
Account Management
Loan expertise
Gym, Reading and Family time!
I enjoy working out, it is a stress reliever. I also enjoy reading it brings me peace! Family, well that's self explainitory :)
Timeline
Assistant Branch Manager
PlainsCapital Bank
02.2024 - Current
Relationship Banker II
Comerica Bank
10.2021 - 02.2024
Universal Banker II
PNC Bank
11.2018 - 04.2021
Relationship Banker
First Convenience Bank
12.2012 - 04.2018
High School Diploma -
Lamar High School