Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Julian Castellanos

Huntington,USA

Summary

Client-focused, bilingual professional with a background in customer service, sales development, and business operations. Skilled in building relationships, identifying client needs, and delivering solutions in fast-paced, client-facing environments. I hold the SIE certification and am currently pursuing the Series 66, demonstrating my commitment to a long-term career in financial services. Eager to contribute a service-first mindset, strong interpersonal skills, and a passion for helping clients achieve their financial goals in an Investment Consultant role at Charles Schwab.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
South Huntington, NY
10.2024 - Current
  • Served as the first point of contact for clients, delivering personalized financial guidance, promoting digital tools, and supporting account onboarding, with a focus on compliance and accuracy.
  • Built trust through proactive outreach and bilingual service, deepening client relationships, and identifying opportunities for banking, lending, and investment solutions.
  • Partnered cross-functionally with internal teams to ensure seamless handoffs, and high-quality service.
  • Consistently exceeded relationship-building and service goals in a fast-paced, high-volume branch, demonstrating strong communication, adaptability, and a consultative mindset.

Sales Development Representative

Azariah Active
Brooklyn, NY
05.2023 - 01.2024
  • Built strong customer relationships by understanding client needs and offering customized product solutions.
  • Led strategic outreach campaigns via email and social media, increasing brand engagement and sales.
  • Adapted to multiple business functions, including inventory management, customer service, and marketing coordination.
  • Contributed to a 116% increase in client retention through excellent service and follow-up.

Education

Bachelor of Science - Business Administration

SUNY Brockport
Brockport, NY
08.2024

Skills

  • Client relationship management
  • Account servicing and onboarding
  • Customer support
  • Schedule coordination
  • Microsoft Excel and PowerPoint
  • Data analysis
  • Operational accuracy
  • Multichannel marketing
  • Needs-based financial conversations
  • Bilingual communication
  • Team collaboration
  • CRM proficiency
  • Compliance knowledge
  • Digital tools training
  • Adaptability
  • Attention to detail

Certification

  • FINRA - Securities Industry Essentials (SIE)
  • FINRA - Series 66 - In Progress
  • Life, Accident, and Health Insurance Exam - Passed
  • Microsoft - Excel Advanced
  • Bloomberg - Market Concepts

Languages

  • English, Fluent
  • Spanish, Fluent

Timeline

Relationship Banker

Bank of America
10.2024 - Current

Sales Development Representative

Azariah Active
05.2023 - 01.2024

Bachelor of Science - Business Administration

SUNY Brockport

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