Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jessica Castaneda

Hammonton

Summary

Adept at navigating banking software and enhancing customer relationships, I significantly improved asset protection and client retention at TRUIST. My expertise in financial reporting and problem-solving abilities led to optimized branch performance and effective compliance management. This blend of technical and interpersonal skills underpins my track record of driving sales and service excellence.

Overview

20
20
years of professional experience

Work History

Branch Banker

TRUIST
09.2015 - Current
  • Implemented targeted marketing strategies for increased product awareness.
  • Identified potential risks for proactive mitigation and safeguarding of assets.
  • Cultivated strong relationships with clients by providing personalized banking solutions.
  • Coordinated training sessions to build skills and competence among team members.
  • Drove branch sales initiatives by identifying new market opportunities.
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Optimized branch performance by analyzing key metrics and implementing targeted action plans.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.

Bookkeeper

BC Lawn Service
03.2005 - 09.2015
  • Created spreadsheets to analyze financial information and present findings to management.
  • Conducted monthly reconciliations for all bank accounts to ensure records matched statements.
  • Tracked accounts receivable for timely collection and maintained communication with clients.
  • Compiled financial reports by summarizing monthly transactions and reviewing expense reports.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.

Education

Associate Of Applied Science - Business Administration

Atlantic Cape Community College
Mays Landing, NJ
05.2019

Skills

  • Financial product sales
  • Banking software navigation
  • Foreign exchange transactions
  • Branch operations
  • Cash handling and management
  • Claims processing
  • Transaction monitoring
  • Bank services
  • Customer relationship management
  • Account monitoring
  • Payment processing
  • Data processing
  • Financial reporting
  • Banking document preparation
  • BSA compliance
  • Financial billing management
  • Financial regulatory compliance
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Decision-making

Languages

Spanish
Professional Working

Timeline

Branch Banker

TRUIST
09.2015 - Current

Bookkeeper

BC Lawn Service
03.2005 - 09.2015

Associate Of Applied Science - Business Administration

Atlantic Cape Community College

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Jessica Castaneda