Noel Castillo
Santa Rosa,CA
Summary
DEDICATED AND BILINGUAL MEMBER RELATIONSHIP RELATIONS. SERVICES SPECIALIST WITH 16 YEARS OF EXPERIENCE IN BANKING AND CUSTOMER RELATIONSHIP MANAGEMENT. PROVEN TRACK RECORD IN DELIVERING. EXCEPTIONAL CLIENT SERVICE, MANAGING ACCOUNTS AND SUPPORTING MEMBERS WITH FINANCIAL SOLUTIONS. SKILLED IN CROSS-SELLING BANKING PRODUCTS, RESOLVING COMPLEX ISSUES AND BUILDING LONG TERM RELATIONSHIPS. RECOGNIZED FOR BEING TOP 10 IN THE COMPANY 2 YEARS IN 13 YEARS OF SERVICE.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Member Relationship Specialist
REDWOOD CREDIT UNION
Santa Rosa, CA
07.2012 - 09.2025
- Educated customers about product features and benefits, pricing plans, terms and conditions, as needed.
- Assisted with onboarding new customers by explaining available services and answering any questions they had.
- Analyzed data to identify opportunities for improvement in membership processes.
- Conducted regular audits of existing membership accounts to ensure accuracy of information stored in the system.
- Developed and maintained strong customer relationships by providing professional advice on membership needs.
- Provided excellent customer service to ensure members were satisfied with their experience.
- Developed tailored financial solutions for small to medium-sized businesses.
- Cultivated relationships with business owners to enhance client satisfaction and retention.
- Analyzed clients' financial needs and provided expert banking advice.
Member Service Associate
BANK OF AMERICA
Napa, CA
02.2009 - 03.2012
- Developed strong customer service skills through daily interactions with customers.
- Trained new employees on basic customer service techniques and procedures.
- Operated cash register to process cash, check and credit transactions.
- Participated in team meetings, providing insights to improve operations.
- Sold products to customers by explaining product features and benefits.
Education
Spanish, Political Science
NAPA VALLEY COLLEGE
NapaSkills
- SERVED AS PRIMARY POINT OF CONTACT FOR MEMBERS, ASSISTING WITH ACCOUNTS, LOANS AND BANKING PRODUCTS
- SUPPORTED OVER [X number] MEMBERS WEEKLY, PROVIDING PERSONALIZED FINANCIAL SOLUTIONS AND GUIDANCE
- PROCESSED DEPOSITS, WITHDRAWALS, TRANSFERS ACCOUNT MAINTENANCE WITH ACCURACY AND EFFICIENCY
- EDUCATED MEMBERS ON DIGITAL BANKING TOOLS AND SERVICES, IMPROVING ADOPTION AND SATISFACTION
- RESOLVED MEMBERS CONCERNS PROMPTLY, MAINTAINING A 95% SATISFACTION RATE
- CONSISTENTLY MET OR EXCEEDED SALES AND SERVICE GOALS FOR 13 YEARS CONSECUTIVE YEARS
- TRAINED AND MENTORED NEW STAFF IN CUSTOMER SERVICE STANDARDS AND BANKING PROCEDURES
Certification
- NOTARY
- RELATIONSHIP SPECIALIST
LANGUAGES
Spanish/English
Timeline
Member Relationship Specialist
REDWOOD CREDIT UNION
07.2012 - 09.2025
Member Service Associate
BANK OF AMERICA
02.2009 - 03.2012
Spanish, Political Science
NAPA VALLEY COLLEGE