Microsoft
ELVA CASTILLO
Phoenix,AZ
Summary
Result-driven with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
Work History
Interpreter
TransPerfect Translations
02.2023 - 10.2023
- Developed and maintained glossary of technical terms.
- Interpreted conversations between foreign language-speaking clients and others.
- Served as an essential resource during emergency situations involving non-English speaking patients, providing life-saving information in realtime.
- Attended training programs to improve professional knowledge and interpretation skills.
- Explained hospital policies and procedures to provide assistance to patients with limited English proficiency.
- Assisted foreign language-speaking clients with inquiries.
Bilingual Banking Representative
Cyracom International
10.2022 - 02.2023
- Assisted customers with banking needs and inquiries.
- Assisted customers with account management, resulting in greater financial control and organization.
- Promoted a professional atmosphere within the branch by adhering to company policies and guidelines at all times.
- Conducted regular account reviews to identify potential issues or opportunities for growth, ensuring optimal financial health for clients.
- Educated customers on online banking and mobile banking applications.
- Educated clients on various financial products, helping them make informed decisions for their specific needs.
Business Banking Specialist
Chase Bank/WE PAY SERVICES
08.2021 - 05.2022
- Negotiated favorable terms on loans and other financing options for small businesses, supporting their growth objectives.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Identified customer desires and goals through needs-based sales tactics.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Offered competitive commercial banking solutions and retail financing options.
- Increased revenue generation through targeted marketing initiatives aimed at expanding the client base.
- Provided technical expertise and problem resolutions to We Pay business clients.
Retention Specialist
11.2021 - 02.2022
- Led process improvements within the department, optimizing workflows for more efficient operations.
- Generated and analyzed reports to monitor employee engagement and attrition trends.
- Built constructive customer relationships to improve loyalty and recommendations.
- Developed strong relationships with key accounts, ensuring ongoing satisfaction and long-term commitment.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
- Improved overall company performance by contributing to strategic planning discussions and offering retention-focused recommendations.
Technical Product Specialist
09.2020 - 07.2021
- Collaborated with cross-functional teams to develop and implement market research strategies.
- Advised clients on best practices and effective implementation strategies, ensuring seamless integration of our products into their existing systems.
- Developed customized solutions for key clients that addressed specific pain points while adhering to company guidelines.
- Provided exceptional customer support, resolving complex technical issues quickly and effectively.
- Identified areas for cost reduction in production processes without compromising on quality or functionality standards.
- Created database of all equipment models and serial Numbers.
Banking Associate
Bank Of America
01.2015 - 05.2018
- Organized informative seminars for clients on various financial topics such as investment options, retirement planning strategies, or mortgage refinancing tips.
- Processed customer applications and approved loans in accordance with bank policy.
- Streamlined loan processing procedures, expediting approvals, and ensuring timely disbursements to borrowers.
- Maintained friendly and professional customer interactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Handled various accounting transactions.
- Educated customers on features and benefits of banking products and services.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
Education
High School Diploma -
THOMAS JEFFERSON HIGHSCHOOL
05.2006
Skills
- Records Management
- Client Support
- Cross-cultural communication
- Subject matter expertise
- Business Development
- Product and service knowledge
- Revenue Generation
- Account Management
- Loan Processing
- Financial Planning
- Fraud Detection
- Bilingual in SPANISH
- Savvy relationship-builder
- Compliance, banking laws, and regulations
- Relationship building and management
Software
Excel
Teams
Fis
Oracle
Languages
Spanish
Native or Bilingual
Timeline
Interpreter
TransPerfect Translations
02.2023 - 10.2023
Bilingual Banking Representative
Cyracom International
10.2022 - 02.2023
Retention Specialist
11.2021 - 02.2022
Business Banking Specialist
Chase Bank/WE PAY SERVICES
08.2021 - 05.2022
Technical Product Specialist
09.2020 - 07.2021
Banking Associate
Bank Of America
01.2015 - 05.2018
High School Diploma -
THOMAS JEFFERSON HIGHSCHOOL
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