Jo-Anne Castelo
Lowell,MA
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
20
20
years of professional experience
Work History
Relationship Associate II
Enterprise Bank
01.2004 - Current
- Strengthened client relationships by consistently providing exceptional service and support.
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Collaborated with internal teams to develop customized financial solutions for clients'' unique situations.
- Assisted in the onboarding process for new clients, streamlining communication and documentation procedures.
- Participated in regular training sessions to stay current on industry trends and emerging products or services.
- Monitored client satisfaction levels through regular check-ins, promptly addressing concerns as they arose.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
Education
High School Diploma -
Greater Lowell Technical High School
Tyngsboro, MA2003
Skills
- Conflict Resolution
- Technical Proficiency
- Attention to Detail
- Problem Solving
- Decision Making
- Active Listening
- Customer Service
- Organizational Skills
- Time Management
- Goal Setting
- Teamwork Abilities
- Relationship Building
- Banking
- Schedule Management
- Product Knowledge
- Cash Handling
- Account Set up
- Public Speaking
Timeline
Relationship Associate II
Enterprise Bank
01.2004 - Current
High School Diploma -
Greater Lowell Technical High School
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