Ana Castellanos
Compton,CA
Summary
Achieved high levels of customer satisfaction through effective problem-solving in banking roles. Drove sales growth by leveraging strong communication and leadership abilities. Contributed to small business operations, enhancing overall business performance.
Overview
12
12
years of professional experience
Work History
Associate Banker
Chase Bank
Lynwood, CA
01.2025 - 10.2025
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Processed transactions accurately, ensuring compliance with bank policies and procedures.
- Assisted clients in selecting appropriate banking products to meet their financial needs.
- Collaborated with team members to enhance branch operations and improve service efficiency.
- Trained new associates on systems, policies, and customer engagement strategies.
- Monitored account activity for potential fraud, maintaining client trust and security.
- Balanced teller drawers and ATM cash.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
Client Relationship Consultant II
US Bank
01.2021 - Current
- Cash handling (deposits, withdraws, Cash checks) Opening Checking/Savings accounts
- Building deeper relationship with customers by meeting face to face and engaging in their personal needs.
- Meeting daily sales
- Educating customers in credit products to best fit their needs.
- Sending referrals to our Specialist
Customer Success Specialist
Wells Fargo
01.2017 - 01.2021
- Cash handling (deposits, withdraws, Cash checks) Opening Checking/Savings accounts
- Submitting credit applications
- Providing exceptional Customer service by (Assisting customers with online application, providing debit cards, statements, account reviews.)
- Working with small business by reviewing online applications for deposit accounts.
Bookkeeper/Customer Service Desk
Safeway
01.2015 - 01.2017
- Receiving & Shipping money with brinks
- Balance all registers/ and adding money to them every morning
- File all Docs from the store & Gas station
- Money orders, and western union transactions
- Returns and exchanges
Customer Service Desk
Toys R Us
01.2014 - 01.2015
- Returns/Exchanges
- Online orders & pick ups
- Purchase transactions
Education
High School Diploma -
Optimist High School
Los Angeles, CA06.2004
Skills
- Managed customer interactions to ensure a positive experience and foster long-term relationships
- Mastered complex tasks and technologies swiftly, contributing to overall project success
- Executed tasks efficiently using strong computer skills across multiple platforms
- Utilized English and Spanish language skills to bridge communication gaps and foster inclusivity
- Maintained a diligent approach to tasks, ensuring thoroughness and reliability
- Demonstrated a proactive and positive demeanor to support effective communication and teamwork
- Exhibited leadership proficiency through mentoring team members and fostering a positive work environment
Timeline
Associate Banker
Chase Bank
01.2025 - 10.2025
Client Relationship Consultant II
US Bank
01.2021 - Current
Customer Success Specialist
Wells Fargo
01.2017 - 01.2021
Bookkeeper/Customer Service Desk
Safeway
01.2015 - 01.2017
Customer Service Desk
Toys R Us
01.2014 - 01.2015
High School Diploma -
Optimist High School