Jacqueline Castaneda
Detroit,MI
Summary
Personable and detail-oriented individual with strong foundation in financial principles and excellent communication skills. Possesses solid understanding of banking procedures and expertise in customer service and financial analysis. Committed to providing exceptional service and contributing to financial success of clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Career Navigator
MiSide
Detroit, MI
03.2025 - Current
- Guided clients through career exploration and assessment processes to identify strengths and goals.
- Facilitated workshops on resume writing, interview techniques, and job search strategies for diverse audiences.
- Collaborated with local employers to understand workforce needs and create internship opportunities for clients.
Benefits Coordinator
CHASS Center
Detroit, MI
09.2024 - 03.2025
- Assist patients in applying for Medicaid and/or related resources. Contacts newly enrolled Medicare patients through mail and/or telephone to schedule their first appointment.
- Maintain patient confidentiality by complying with HIPAA standards.
- Follow up with patients and providers to establish satisfaction with care received via phone and email.
Universal Banker
PNC Bank
Austin, TX
03.2023 - 08.2024
- Conducted daily audits of cash drawers, ensuring accuracy and compliance with bank policies.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Processed customer transactions efficiently while ensuring accuracy and compliance with bank policies.
Teller | Member Relationship Consultant
Credit Union One
Westland, MI
07.2021 - 03.2023
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Facilitated successful loan application processes by guiding clients through document preparation and submission procedures.
- Trained new hires on customer service policies and procedures.
Teller
Credit Union One
Farmington, MI
07.2021 - 03.2022
- Processed member transactions with accuracy and efficiency, ensuring compliance with credit union policies.
- Maintained cash drawer integrity through diligent balancing and reporting of discrepancies.
- Trained new tellers on operational procedures, fostering a collaborative team environment.
Education
High School Diploma -
Detroit Cristo Rey High School
Detroit, MI06-2018
No Degree - Social Work
University of Detroit Mercy
Detroit, MISkills
- Career assessment
- Cross-cultural communication
- Resume writing
- Interview coaching
- Delivery planning
- Customer service and support
- Cash counting
- Adaptable to change
- Cross-selling expertise
- Consumer banking
Certification
- MiCHWA Community Health Worker Training Program | February 2025
- Resident Producer- DIFS Insurance & Financial Services | November, 2022
LANGUAGES
Spanish - Native or Bilingual
Native or Bilingual
English
Native or Bilingual
Timeline
Career Navigator
MiSide
03.2025 - Current
Benefits Coordinator
CHASS Center
09.2024 - 03.2025
Universal Banker
PNC Bank
03.2023 - 08.2024
Teller | Member Relationship Consultant
Credit Union One
07.2021 - 03.2023
Teller
Credit Union One
07.2021 - 03.2022
High School Diploma -
Detroit Cristo Rey High School
No Degree - Social Work
University of Detroit Mercy
ADDITIONAL EXPERIENCE
- Benefit Coordinator| CHASS Center-Detroit MI | September2024-March 2025
- Cashier Manager Assistant | Kids for Less – Redford, MI | November 2019 – July 2021