Alma Castillejos

• Advised customers on bank products, services and financial planning options.
• Customized products and services to meet specific banking requirements.
• Assisted customers by answering banking questions and recommending solutions.
• Researched account information regarding loans and deposits.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Completed thorough and accurate documentation for money movements, deposits, or withdrawals.
• Maintained optimal financial controls by securing funds and making accurate transactions.
• Managed escalations with polite service, knowledgeable support, and unsurpassed professionalism to satisfy needs and protect bank reputation.
• Ordered checks, placed stop payment orders, and conducted additional special services for customers.
• Verified amounts and integrity of every check or funds transfer.
• Completed daily cash balancing and operated ATMs.
• Modified, opened, and closed customer accounts.
• Trained and coached less experienced team members in procedures, compliance standards, and performance strategies.
• Researched and resolved open items and deposit issues.
• Reconciled cash and checks against computer records at the end of the shift.
• Cashed customer checks, verified identification, and checked account balances in accordance with bank policy.
• Reviewed business accounts and records to assess compliance with the BSA/PATRIOT Act and other federal regulations.
• Processed general ledger tickets for expenses and fee income.
• Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
• Developed and oversaw events to bring in customers and promote products.
• Reviewed business packages and offered expert advice.

After relocating to Riverside County from San Diego County.
I stayed home until we, as a family, completely settled in.
I worked from home, taking care of my two children and aunt, who had terminal cancer. Eventually, I returned to the workforce during COVID in February 2021 with Pacific Western Bank.

• Administrative Front Desk, Appointment setting.
• Supported office clerical functions using word processing and other software, email, and office machines.
• Worked easily with office programs, such as Medical/CalFresh Pre-Release and Probation, to carry out daily team clerical needs.
• Strictly adhered to confidentiality protocol regarding client information and documents.
• Delivered helpful and kind customer service to guests, maintaining composure in stressful situations to maximize customer satisfaction.
• Enhanced recordkeeping storage space and usability by reorganizing physical filing systems.
• Oversaw office inventory by restocking supplies and submitting purchase orders.
• Coordinated company records and resources to assist team members with special projects.
• Delivered customer support and service experiences to promote a more effective office environment.
• Collected and entered payment data into the system, maintaining complete confidentiality and accuracy.
• Managed client communication, scanning documents, and distribution of mail.
• Cultivated relationships with the public, patients, and staff members using interpersonal communication skills.
• Created, updated, and maintained detailed documents, charts, and spreadsheets to sort company information.
• Answered multi-line telephone system and routed calls to appropriate personnel.
• Maintained confidentiality regarding compensation, benefits, and employee issues by handling confidential information and documentation with care.
• Transcribed documents and maintained high levels of accuracy.
• Contacted customers regarding account updates and potential problems.
• Processed accounts payable and accounts receivable updates to maintain current financial records.

• Advised customers on bank products, services and financial planning options.
• Modified, opened, and closed customer accounts.
• Completed thorough and accurate documentation for money movements, deposits, or withdrawals.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Processed maintenance, operations, and correspondence for new and existing accounts.
• Resolved discrepancies concerning customers' accounts, improving client satisfaction.
• Complied with security procedures and protocols when opening and closing the bank vault.
• Opened and serviced accounts within authorized limits.
• Educated customers on options for managing financial transactions by leveraging technology, tools, and resources.
• Identified financial needs of customers and presented appropriate product and service options.
• Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
• Participated in training and mentoring of new associates, assisting with onboarding.
• Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
• Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
• Suggested tactics to improve banking functions and products.
• Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
• Addressed inquiries from clients and department team members.
• Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
• Attended local gatherings and networking events as a bank representative to establish community relations and generate potential customer leads.

• Assisted the public with general questions in both the Absentee and Clerical Registration Dept.
• Absentee Front Desk, Registration, warehouse
• My duties consisted of organizing, setting up, and preparing highly confidential election materials for the public, including their specific voter ballots, data entry, and petitions.
• Authentication of review of signatures to detect voter fraud, use of microfilm, registration, and providing the public with specific voter information upon request.
• Always making sure customers' voter information was kept confidential and secure.
• Worked both front and back office processing ballots, most of which required to be mailed by US mail. Sorting, filing, and processing the mail to the appropriate Depts./mailboxes was crucial for processing deadlines, confidential records, etc.
• Helped run elections efficiently and effectively in a time-sensitive manner by giving support to the public. Etc.

• I was an Assistant Manager at one of Riverside County's cornerstone branches.
• Performed basic clerical accounting and statistical duties such as: monitored, collected, summarized, and audited daily sales; inventory control; and balancing cash drawers.
• Audited and monitored profit and losses daily reports, reviewed and processed claims and receipt invoices.
• Monitor, maintain, and verify payroll processes; audit timesheets and related documents for accuracy.
• Maintain payroll records and files, W-2s.
• Respond to questions or complaints from employees regarding scheduling, pay, suggestions, etc.
• New hire recruitment and selections. Employee on-hand training.
• Responsible for setting up weekly sales visual floor displays.
• Weekly freight (2 shipments with over 500 incoming boxes) unboxed, inventoried, delegating to staff.
• Daily implementation of HR policies and procedures by always demonstrating my work ethic with good intentions.
• Supervised and delegated to 10+ employees while always exercising appropriate judgment, demonstrating Ethical behavior.
• Provided high quality service to customers by providing accurate, complete and up-to-date information, in a courteous, efficient and timely manner.
• Do the Right thing and Serviced my community with my passion for Interior Designing.