Juan Castro
Adaptable and forward-thinking executive leader methodical about capturing every business development opportunity with multi-pronged approaches. Focused on continuous improvement of sales numbers through strategic management of teams and monitoring of market trends. Skillfully build connections and remove roadblocks by leveraging 18 yr banking industry expertise. Extensive knowledge in banking-consumer banking, business banking, and merchant payments services. A dedicated team player who is experienced in turning around low performing markets into high ranking markets nationally.
Work History
Senior Vice President of Sales
14 Years 3 Months- Achieved 2016, 2017, 2019 Legends of Possible.
- Established ambitious sales targets, managed market sales strategies and coached employees on how to widen the top and bottom of the sales funnel.
- Planned meetings with district managers, market executives, and business line leaders to strengthen the payments brand as well as to discuss strategy.
- Helped lead C4 training initiatives for 1,000+ sales reps as well as sales directors at Elavon.
- Collaborated with business banking to try out new One Payments initiative to help deliver One Bank and deepen customer relationships in order to become central to our customers.
- Built a positive team climate which included 360 degree coaching as well as 100% team participation.
- Became the lead director within my peers to help drive engagement withing the west region and the channel.
- Helped my VP and SVP come up with new top of the sales funnel activities which led to more self sourced opportunities.
Associate Small Business Banker
4 Years 5 Months- Identified and qualified customer needs, developed sales strategies and negotiated with business owners.
- Consistently hit and exceeded sales goals by 200%.
- Responsible for acquisition of new clients, and relationship deepening of both consumer and business clients.
- Exceeded consumer and business goals by establishing networking relationships with surrounding business owners, business managers, and business partners.
- Extensive experience in both consumer and business lending.
- Responsible for motivating co-workers by leading morning huddles and monthly staff meetings.
Financial Analyst
2 Years 11 Months- Responsible for creating solutions for both consumers and business customers with net worths up to one million.
- Achieved 100% of both consumer and commercial loan goals.
- Achieved 200% of insurance premium goal.
- Leveraged business partners in order to achieve securities and real estate goals.
Education
MBA
Bachelor of Arts - English
Skills
Accomplishments
- 2016, 2017, 2019 Legends of Possible winner.
- 2016 and 2014 Annual All-Star winner.
- Multiple quarterly and monthly award winner.
- Led C4 training at Synergy 2019 an 2020 to all of Elavon payments directors and employees.
- Board member for the U.S. Bank Orange County Development Network.
- Became the number one team in C4 sales in the U.S. Bank channel in 2019 nd 2020.
Certification
References
Robert Munoz, Head of Channel Bank of The West Payments:
909.697.6277
Juan Alvarez, Treasury Management Consultant L.A. :
562.787.6500
Cesar Hernandez, L.A. Business Banking Sales Manager:
626.733.6038
Eric Racusin, Southern California Business Banking Region Leader:
626.808.6380