Joanna S. Castillo
Dallas,TX
Summary
To acquire a position where I can expand my knowledge and education, where opportunities for personal and professional growth are offered. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
High Net Worth Representative
Vanguard
Plano, TX
07.2023 - 11.2023
- Increased client satisfaction by providing tailored financial advice and personalized solutions for high net worth individuals.
- Developed strong relationships with clients, ensuring their long-term trust and loyalty to the firm.
- Collaborated with cross-functional teams to create comprehensive wealth management strategies, addressing diverse client needs.
High Net Worth Representative
JP Morgan Chase
Plano, TX
10.2022 - 01.2023
- Increased client satisfaction by providing tailored financial advice and personalized solutions for high net worth individuals.
- Developed strong relationships with clients, ensuring their long-term trust and loyalty to the firm.
- Collaborated with cross-functional teams to create comprehensive wealth management strategies, addressing diverse client needs.
Lead Teller
Wells Fargo Bank
11.2018 - 09.2022
- As a team lead servicing accounts while building long lasting relationships to help our clients with their financial needs
- Lead my team by setting goals and establishing strong work ethic and open group communication skills to have great customer service experiences
- Responsibilities
- Conduct each client transaction efficiently ,accurately ,and effectively
- Assist client relationship managers at bank branch with customer account research and maintenance
- Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within retention compliance
- Perform audits and daily balancing of the vault and cash lines.
JP Morgan Chase Bank, TellerNovember
01.2015 - 11.2018
- Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services while providing great customer service.
Customer Service
Music Hall at Fair Park, HostessFebruary
01.2013 - 11.2016
- Helping direct customers to the correct areas
- Also, answering phone calls, filing paperwork, seating customers, and other tasks.
Education
School Diploma -
South Garland HS
June 2015
Skills
- Ten years’ experience with customer service
- Excellent Microsoft word, and Office skills Highly effective verbal communications skills
- Good Telephone Etiquette
- Dependable and Responsible
- Time Management
- Relationship Building
- Bilingual
Certification
- Securities Industry Essentials (SIE) Exam
- General Securities Representative (Series 7) Exam
Timeline
High Net Worth Representative
Vanguard
07.2023 - 11.2023
High Net Worth Representative
JP Morgan Chase
10.2022 - 01.2023
Lead Teller
Wells Fargo Bank
11.2018 - 09.2022
JP Morgan Chase Bank, TellerNovember
01.2015 - 11.2018
Customer Service
Music Hall at Fair Park, HostessFebruary
01.2013 - 11.2016
School Diploma -
South Garland HS