ALISHA CASTLE
Fort Worth,TX
Summary
A Client Experience Manager with 10 years in banking and 14 years of management. I am a strong and compassionate leader, who has the ability to build the team up, meet and exceed goals while bringing value to the company. My career objective is to work for a company with an opportunity for growth and career advancement.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Origin Bank
Fort Worth, USA
06.2022 - Current
- Cultivated and managed client relationships, gaining insights into financial goals and needs for effective long-term planning.
- Delivered personalized financial advice, aligning banking products and services with client needs.
- Developed and maintained strong, trust-based customer relationships to enhance client satisfaction and loyalty.
- Facilitated account openings for new customers, including checking, savings, and debit card services, streamlining onboarding experience.
- Processed account transactions, ensuring accuracy in deposits, withdrawals, and loan payments.
- Actively participate in networking activities to attract new clients.
CLIENT EXPERIENCE MANAGER
BBVA
Fort Worth, USA
02.2016 - 09.2021
- Delivered exceptional customer experience, strengthening client relationships and loyalty.
- Facilitated opening of new customer accounts, including checking, savings, and lines of credit, to support client financial needs.
- Mentored newly hired employees on company programs to improve onboarding process and integration.
- Reviewed employee performance monthly, delivering constructive feedback to address areas of improvement.
- Trained employees on cash drawer operation procedures to ensure accuracy in transactions.
- Allocated coins and currency to tellers for daily transaction needs.
- Oversaw and balanced cash vault, conducted audits, and maintained general ledger accounts for financial accuracy.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Education
High School Diploma -
Twin Springs High School
Nickelsville, VA06-1999
Skills
- Account management
- Customer service
- Problem solving
- Decision-making
- Troubleshooting
- Time management
- Organizational skills
- Leadership
- Issue and conflict resolution
- Reliable and trustworthy
- Friendly, positive attitude
Timeline
Relationship Banker
Origin Bank
06.2022 - Current
CLIENT EXPERIENCE MANAGER
BBVA
02.2016 - 09.2021
High School Diploma -
Twin Springs High School