Alexander Casto
Chattanooga,TN
Summary
Banking professional with experience in delivering financial services to a diverse clientele. Seeking a full-time role that leverages financial background, presents professional challenges, and develops relationships. Committed to results and contributing to the success of a forward-thinking organization.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
TRUIST
12.2024 - Current
- Developed personalized financial solutions and planning to address client financial needs and goals.
- Cultivated relationships with clients and local businesses through communication and tailored service offerings.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
On-Demand Sales Associate
TRUIST
01.2022 - 12.2022
- Enhanced understanding of banking services to facilitate accurate information and support.
- Contributed to the training and onboarding of new tellers, enhancing team effectiveness.
- Routinely monitored and prevented cash, check, and consumer fraud, maintaining security.
Sales Representative
Cutco Cutlery
01.2021 - 05.2021
- Executed personal sales via Zoom and phone consultations. Exceeded $10,000 in product sales and created a network of personal connections.
- Developed and nurtured customer relationships to drive loyalty.
- Employed a sales script to effectively promote products and services.
Education
Master of Business Administration - Finance
West Virginia University
Morgantown, WV05.2024
Bachelor of Science - Advertising & Public Relations, Finance, Marketing
West Virginia University
Morgantown, WV05.2023
Skills
- Financial services & banking
- Business writing & financial software
- Excel, Word, Tableau, iMovie, Powerpoint, PowerBI
- Sales
- English & Spanish Fluency
Certification
Financial Markets - Yale University Coursera. Nov, 2024
CNP - Certified Notary Public, State of Tennessee
Spoken Languages
English (Native)
Native or Bilingual
Spanish (Bilingual)
Native or Bilingual
MBA Relevant Experience / Volunteer Activities
- WVU MBA Financial Management – BADM 555
- Comprehensive coursework in Corporate Finance, capital budgeting, discounted cash flow, investment decisions under uncertainty, and capital asset pricing. Strong foundation in financial analysis.
- Studied advanced corporate finance topics, including mergers and acquisitions, financial planning, and working capital management, enhancing decision-making skills in managerial finance.
- Developed analytical skills through examination of corporate financial policy, including capital structure, cost of capital, and dividend policy, enabling evaluation of financial strategies.
- MBA Consultant - Toothman Ford
- Conducted comprehensive employee interviews and financial analysis, offering strategic advice on operational improvements.
- Pantry Plus More - Morgantown, WV
- Raised over $1,000 from businesses and personal connections over an 8-week period for a local food bank.
Timeline
Relationship Banker
TRUIST
12.2024 - Current
On-Demand Sales Associate
TRUIST
01.2022 - 12.2022
Sales Representative
Cutco Cutlery
01.2021 - 05.2021
Master of Business Administration - Finance
West Virginia University
Bachelor of Science - Advertising & Public Relations, Finance, Marketing
West Virginia University