Summary
Overview
Work History
Skills
SKILLS
Languages
Timeline
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Alyssa Castro

North Lauderdale,FL

Summary

Client-focused and results-driven banking professional with nearly four years of progressive experience at JPMorgan Chase. Known for building strong client relationships, supporting team goals, and consistently driving product referrals. Actively serving as an Associate Banker-ME with a focus on types of account openings. Currently pursuing the Securities Industry Essentials (SIE) exam to transition into a licensed Relationship Banker role.

Overview

4
4
years of professional experience

Work History

Associate Banker-ME

JPMorgan Chase
05.2025 - Current
  • Provide seamless client service by handling transactions, account maintenance, and product education
  • Open accounts using our discover needs tool to ensure client are in the correct account type that fits their needs
  • Presenting clients with conveniences, such as autosave, long term goals, credit journey, chase myhome, among others
  • Partner closely with bankers and partners to identify referral opportunities and deepens client relationships

Branch Operations Lead (Multi-Site)

JPMorgan Chase
04.2023 - 05.2025
  • Lead team through 5 effective branch reviews
  • Work with my Branch Manager to foster a dynamic, compliant, and customer-focused environment
  • Handled customer concerns with professionalism and empathy, while registering and escalating complaints as needed
  • Trained and coached team on policies, systems, and customer service standards
  • Discover clients needs, seizing the opportunity to refer to our our team of experts
  • Completed with precision the ICRC, ICSC, One-Box, entity audits, cash shipments, ATM and vault activities

Associate Banker

JPMorgan Chase
10.2021 - 04.2023
  • Built rapport with customers and promoted digital solutions based on their financial needs
  • Handled transactions and service requests effectively as well as presenting any gold box opportunities
  • ATM custodian
  • As the culture champion, I exemplified and promoted our firms culture of teamwork, trust, humanity and humility, fostering an inclusive work environment
  • Referred clients to our bankers and One Chase team

Skills

  • Notary Public

SKILLS

Customer Experience

Product Knowledge

Time Management

Leadership

Accountability

Communication

Flexibility

Financial Literacy

Attention to Detail

Digital Banking

Team Collaboration

Client Follow-ups

Discovering needs

Seamless Introductions and Referrals



Languages

English
Spanish

Timeline

Associate Banker-ME

JPMorgan Chase
05.2025 - Current

Branch Operations Lead (Multi-Site)

JPMorgan Chase
04.2023 - 05.2025

Associate Banker

JPMorgan Chase
10.2021 - 04.2023

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Alyssa Castro