Jesse Castro
Katy,TX
Summary
Results-driven Business Development Representative and Relationship Manager with over a decade of success in driving growth, building strategic partnerships, and delivering innovative solutions. Recognized for harnessing advanced technologies in EdTech and FinTech to empower clients and create impactful outcomes. Skilled at identifying opportunities, overcoming challenges, and achieving results through market appropriate strategies and visionary leadership. Passionate about advancing education and technology, and committed to helping clients and organizations thrive in an ever-evolving landscape.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Development Manager
Amira Learning/Istation
11.2022 - Current
- Championed the integration of AI-powered literacy tools, enhancing educational outcomes for students across diverse regions.
- Boosted client acquisition by 20%, leveraging a consultative sales approach and strategic campaigns.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers.
- Generated new business with marketing initiatives and strategic plans.
- Increased lead quality through collaboration with sales teams on targeted campaigns.
- Expanded the company’s client base by leveraging consultative sales and relationship-building expertise.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Reached out to potential customers via telephone, and email. Leveraging tools like Salesloft.
Digital Relationship Manager II
BBVA/PNC
11.2019 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team
- (Business, Investments, Lending)
- Managed portfolio of 600+ high net worth (HNW) clients with $1mil+ in total assets
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance
- Developed and cultivated lucrative relationships with both new and existing personal and business clients through effective communication and exemplary interpersonal skills
- Educated clients on available lending tools, enabling development and implementation of solutions to achieve personal and business financial goals
- Planned portfolio solutions after carefully analyzing clients' financial conditions and industry trends
- Interpreting financial statements and cash flow analysis
- Business client solution specialist (referrals: Business Revenue 1mil+)
- Knowledgeable of personal and business financial products
- Outbound and incoming calls
- Productive and self-driven remote work
Licensed Relationship Banker/Business Specialist
JPMorgan Chase
02.2016 - 11.2019
- Presented new and additional products and services to existing customers
- Developed and cultivated lucrative business and personal relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Approached prospective personal and business clients through cold calling and emails to meet sales targets
- JP Morgan Certified business/commercial training
- Built and maintained personal and commercial relationships with new and existing clients while providing high level of expertise
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
- Provided guidance and work leadership to new staff
- Advocated for business clients in the local community
- Demonstrates communication skills and leadership ability
- High volume customer facing role
Senior Bank Teller
JPMorgan Chase
06.2010 - 10.2013
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Monitored security and customer behaviors to prevent theft
- Prepared customer and ATM cash and change orders
- Executed various customer transactions, including deposits, withdrawals and money orders
- Identified potential needs through observation, questioning and listening
- High volume customer facing role
Skills
- EdTech Expertise: AI-driven solutions, literacy improvement, and data analysis for education
- Business Development: Lead generation, client acquisition, revenue growth strategies and planning
- Financial Acumen: Cash flow analysis, credit management, and tailored financial solutions
- Tech Proficiency: Salesforce, Microsoft Teams, Google Suite, Zoom, Workday, and Tech platforms
- Sales & Relationship Building: Portfolio growth, consultative selling, and rapport-building strategies
- Soft Skills: Emotional intelligence, communication, adaptability, and problem-solving
Additional Roles
Held progressively responsible positions in banking at Wells Fargo, Chase, and JPMorgan Chase, contributing to revenue growth and client satisfaction.
Certification
- SEC Licensed Series 6, 63 (Since 2016)
- Certified Business/Commercial Training – PNC/JPMorgan Chase
- SalesBuzz B2B Sales Training Program (Issued February 2023)
Community Leadership
Current volunteer representative for the Houston community fulfilling a passion in financial education, community involvement, and social responsibility.
Timeline
Business Development Manager
Amira Learning/Istation
11.2022 - Current
Digital Relationship Manager II
BBVA/PNC
11.2019 - Current
Licensed Relationship Banker/Business Specialist
JPMorgan Chase
02.2016 - 11.2019
Senior Bank Teller
JPMorgan Chase
06.2010 - 10.2013
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