Summary
Overview
Work History
Education
Skills
Languages
Websites
Timeline
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Melissa Castaneda

Garden Grove,CA

Summary

Seasoned Retail Relationship Banker with background in managing diverse client portfolios and fostering robust financial relationships. Strengths include superior customer service, effective communication skills, and deep understanding of banking products and services. Known for ability to strengthen bank-client relationships resulting in improved client retention rates. Implemented strategies that enhanced operational efficiency in previous roles.

Overview

5
5
years of professional experience

Work History

Retail Relationship Banker

Comerica Bank
Anaheim, CA
07.2022 - Current
  • Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
  • Complete assigned daily planning activities.
  • Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
  • Act as a digital ambassador to transition customers to digital solutions.
  • Initiate quality financial wellness conversations to add value to customers relationships.
  • Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
  • Assist in community awareness events to increase bank outreach and foster new business relationships.
  • Effective utilization of converge for customer relationship management

Customer Service Representative

Comerica Bank
Huntington Beach
03.2020 - Current
  • Introduce and refer customers to the platform through routine interactions
    Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc.
  • .Must successfully complete Comerica's Teller Training Program.
  • Follow company policies and procedures, regulations and security procedures, and completes necessary documents.
  • Use the provided electronics to document all transactions during their shift.
  • Reconcile all transactions during and at the end of their shift.
  • Maintains customer confidence and protects bank operations by keeping information confidential.
  • Resolve basic customer complaints.
  • Impact the customer experience following defined customer experience guideline

Education

Bachelor of Science - Kinesiology

California State University Fullerton
Fullerton, CA
06-2022

Skills

  • Experience in a Customer Success, Customer Onboarding, Customer Experience
  • Experience in customer communications and customer engagement
  • Detail oriented with strong organizational and project management skills
  • Strong interpersonal skills
  • Self-motivated, proactive, and able to work independently

Languages

Spanish
Professional

Timeline

Retail Relationship Banker

Comerica Bank
07.2022 - Current

Customer Service Representative

Comerica Bank
03.2020 - Current

Bachelor of Science - Kinesiology

California State University Fullerton

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Melissa Castaneda