Summary
Overview
Work History
Education
Skills
Affiliations
Software
Interests
Timeline
BusinessAnalyst

JOHANA CASTRO

Mesquite,TX

Summary

Hardworking knowledgeable and dedicated customer service professional with extensive experience of 7 years in Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Committed to maintaining professional relationships with clients to increase profitability and drive business results.

Overview

1
1
Language
3
3
years of post-secondary education
10
10
years of professional experience

Work History

Senior Teller / Customer Service Representative

PlainsCapital Bank
Dallas, Texas
05.2019 - 03.2021
  • Combination of commercial and consumer Banker.
  • Customer service representative whose responsibilities include, but are not limited to, cash handling, cross selling bank products and services, opening/closing deposit accounts and providing superior customer service.
  • Delegating branch operations by making sure branch operates to its full function and is always ready to assist clients.
  • Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
  • Completes special requests taking orders for checks, exchanging foreign currencies, completing safe-deposit box procedures, and providing special statements and referrals.
  • Complies with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic, auditing other tellers’ currency, and assisting in certification of proof.
  • Maintains customer confidence and protects bank operations by keeping information confidential.
  • Advise customers on financial services for their needs and prospective customers (e.g., loans and credit cards).
  • Manage customer portfolio of accounts and monitored for issues in need of attention.
  • Resolve issues with banking services with accounts along with refer clients to in-house financial experts, as needed.
  • Establishing valuable relationships with each client.
  • Supervised branch operations and made continuous improvements in each area.

Personal Banker 1

Wells Fargo Bank
Mesquite, TX
08.2017 - 12.2018
  • Promoted from assisting customers at teller line to a role in which involved in opening new accounts, strengths in needs assessment and building relationship with customers.
  • Dedicated banker which provided thoughtful and trustworthy customer solutions and financial options.
  • Provided personalized banking advice and service, developing customer relationships and processing loans and credit options.
  • Aided customer in opening, managing and optimizing their bank accounts and other products
  • Focusing in building meaningful lifelong relationships with customer both consumer and businesses.
  • Identified potential fraud/risky accounts and take appropriate action to prevent loss.
  • Followed quarterly compliance, policies, procedures and regulations.
  • Adjusted and corrected system account errors along with resolving issues regarding customer accounts.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Lead Teller

Wells Fargo Bank, N.A.
Mesquite, TX
11.2016 - 08.2017
  • With exceptional people skills, ability to work in a fast paced setting.
  • Perform basic leadership duties and responsibilities in absence of management.
  • Ability to meet objectives and able to answer customer concerns regarding available bank products.
  • Experienced interactions with unsatisfied customers.
  • Ability to identify fraud or risky transactions and take action.
  • Made sure that all tellers had the correct amount cash in drawers at the beginning of shifts.
  • Strong leadership and supervisory abilities.
  • Strong leadership and supervisory abilities in which mentored new tellers on techniques and bank protocols.
  • Managed opening and closing times for main branch and drive thru.
  • Completed highly accurate transactions, high-volume money counts via both manual and machine-driven approaches.

Teller

Wells Fargo Bank, N.A.
Dallas, Texas
07.2015 - 11.2016
  • To obtain and satisfy customers’ financial needs and help them succeed financially.
  • Offering relationship building by sending referrals to bankers.
  • Processing transactions and making sure customers received exceptional service.
  • Analyze and verify check to detect fraud.
  • Handle customers’ concerns during face-to-face interaction on daily basis.
  • Incorporate sales knowledge to help customers succeed financially and have peace of mind.
  • Comply with bank operations and security procedures in all dual-control functions.
  • Experience and acknowledge foreign currency.
  • Implement new customer service strategies, increasing customer satisfaction.
  • Handling in receiving and shipping cash movements.

Account Executive, Store Lead

Oportun
Dallas, Texas
10.2013 - 03.2015
  • Mission is to improve lives and financial prospects of customers through access to responsible and affordable lending products.
  • Responsible for processing personal loans.
  • Help educate customers about their benefits of credit and how to improve their credit standing.
  • Handle transactions that include safe deposits, payments and loan disbursements.
  • Input personal documents into system with a high degree of accuracy and confidentiality.
  • Responsible for protecting confidential customer information.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Counter Staff, Shift Manager

Big Shucks Oyster Bar
Dallas, TX
02.2010 - 07.2013
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Provided high quality production and customer service experience that delivered total customer satisfaction.
  • Open and close restaurant.
  • Balance cash and safe.
  • Handled customer complaints.
  • Organized and completed task prior to opening and closing time.
  • Accurately take food orders and efficient at calling food.
  • Trained and mentored new employees to maximize team performance.

Education

Business

Eastfield Community College
Mesquite, TX
01.2011 - 01.2014

Skills

    Relationship building and management

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Affiliations

To obtain a position that will enable me to grow and build relationship. I am an energetic, ambitious person who has developed a mature and responsible approach to any task that I undertake, or situation that I am presented with. I Utilize my creativity and experience; sharing 6 years of banking, 10 years of customer service. 5 years of restaurant field; and which have strengthened my management skills, excellent working with others to achieve a certain objective on time and with excellence.

Software

Word Processing and Desktop Publishing Tools

SalesForce

JDE Software

Microsoft

Glory TCR

Interests

Volunteer Work/Community Involvement

Timeline

Senior Teller / Customer Service Representative

PlainsCapital Bank
05.2019 - 03.2021

Personal Banker 1

Wells Fargo Bank
08.2017 - 12.2018

Lead Teller

Wells Fargo Bank, N.A.
11.2016 - 08.2017

Teller

Wells Fargo Bank, N.A.
07.2015 - 11.2016

Account Executive, Store Lead

Oportun
10.2013 - 03.2015

Business

Eastfield Community College
01.2011 - 01.2014

Counter Staff, Shift Manager

Big Shucks Oyster Bar
02.2010 - 07.2013

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JOHANA CASTRO