Consuelo Castro
Calverton,NY
Summary
Top-notch Relationship Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Relationship Banker
CHASE BANK NA
08.2009 - Current
- Consulted on business packages and made personalized recommendations.
- Developed customized solutions of deposit, lending and other products for small business customers.
- Manage over 25 customers call per day
- Boosted customer experiences by delivering superior customer service.
- Refers customers to partners
- Manager overrides
- Problem-solving
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Completed special procedures for customers, such as ordering new checks, stopping payments or investigating identity theft.
- Developed tailored solutions to meet individual banking needs.
- Helped clients protect assets through a variety of strategies.
- Supervised branch operations and made continuous improvements in each area.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
Sales Associate/Cashier
Reebok
09.2008 - 08.2010
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Displayed merchandise by arranging in appealing and orderly way to boost sales.
- Contributed to design and setup of merchandise displays promoting key products, creating aesthetically pleasing arrangements to attract customer attention.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions.
- Issued receipts and processed refunds, credits, or exchanges.
- Increase sales each day by 5%
Education
No Degree - Criminal Justice
SUFFOLK COMMUNITY COLLEGE
Riverhead, NYHigh School Diploma -
Riverhead High School
New York, NYBachelor of Arts - Finance
The University Of Arizona Global Campus
Arizona09.2024
Skills
- Customer service experience
- Consumer banking
- Developing customer relationships
- Account openings
- Cash Handling
- Sales Expertise
- Welcoming Customers
- Customer Satisfaction
- Prospecting Clients
- Financial Advising
- Financial services
- Educating clients
- Refinancing options
- Policy development and implementation
- Financial Knowledge
- Relationship Building And Management
- Employee Motivation
- Community Reinvestment Act
Accomplishments
- Exceed Expectation Rewards
- Reward for customer service satisfaction
- Promotion
Certification
- Manager on Duty
- Small Business Specialist
- License for Series 6
- License For Securities Essential Industry
- License for Series 63
- Life and Health Insurance
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
CHASE BANK NA
08.2009 - Current
Sales Associate/Cashier
Reebok
09.2008 - 08.2010
No Degree - Criminal Justice
SUFFOLK COMMUNITY COLLEGE
High School Diploma -
Riverhead High School
Bachelor of Arts - Finance
The University Of Arizona Global Campus
Similar Profiles
Otto SanchezOtto Sanchez
Relationship Banker/Manager on Duty at Chase Bank NARelationship Banker/Manager on Duty at Chase Bank NA
Ivette PowellIvette Powell
Chase Private Client Wire Specialist at Chase Bank NAChase Private Client Wire Specialist at Chase Bank NA
Scott SensibaughScott Sensibaugh
Senior Mortgage Banker NMLS at Chase Bank NASenior Mortgage Banker NMLS at Chase Bank NA
Robin GuzzelloRobin Guzzello
Sales Associate at Marcys Pet KitchenSales Associate at Marcys Pet Kitchen
Nicholas AlaiaNicholas Alaia
Special Ed Aide at Riverhead Central School DistrictSpecial Ed Aide at Riverhead Central School District