Summary
Overview
Work History
Skills
LANGUAGES
Timeline
Generic

Samantha Gaitan Castro

Katy,United States

Summary

Customer-focused banking professional with 13+ years of experience driving service excellence, operational efficiency, and regulatory compliance in high-volume environments. Currently serving as a Consumer Online Banking Specialist at Stellar Bank, with a proven ability to resolve complex customer issues, support digital banking users, and uphold risk and fraud-prevention standards. Experienced in coaching frontline teams, streamlining workflows, and maintaining strong performance metrics while delivering consistently positive client experiences. Bilingual in English and Spanish, known for professionalism, accountability, and a collaborative leadership style that elevates both customers and team members.

Overview

18
18
years of professional experience

Work History

Consumer Online Banking Specialist

Stellar Bank
Houston, TX
07.2023 - Current
  • Managed customer inquiries and provided resolutions via multiple online channels.
  • Analyzed account transactions to detect irregularities and prevent fraud.
  • Collaborated with IT teams to enhance online banking platform functionality.
  • Trained staff on new digital tools and systems, improving service efficiency.
  • Developed user guides for customers, enhancing self-service capabilities.
  • Reduced fraud-related losses by proactively identifying suspicious activities in clients'' accounts and taking appropriate action.
  • Enhanced user experience by troubleshooting and resolving online banking issues promptly.
  • Implemented process improvements that enhanced team efficiency and reduced service delays.

Front Office Specialist

Texas Children's Hospital
Katy, TX
05.2017 - 05.2021
  • As a Front Office Specialist at Texas Children's Hospital, I played a crucial role in coordinating and performing various administrative tasks to ensure smooth operations and exceptional patient care. Key highlights of my responsibilities and achievements during my tenure include:
  • Coordinated and managed administrative tasks such as patient scheduling, call handling, insurance verification, co-payment collection, and accurate billing information entry.
  • Greeted patients and visitors warmly and maintained a professional demeanor, ensuring a positive and welcoming environment.
  • Maintained strict confidentiality of patient records, adhering to HIPAA regulations.
  • Collaborated effectively with staff members and medical providers to deliver high-quality care to pediatric patients within a fast-paced environment.
  • Assisted in daily operations of the medical office, including filing and maintaining patient and office records.
  • Provided administrative support to physicians, nurses, and other medical staff, contributing to improved efficiency and streamlined operations.
  • Conducted medical office administrative tasks, such as answering phones and greeting visitors.
  • Assisted with medical billing and coding, including accurate entry of patient information into the billing system.

Lead Teller Operations Supervisor

JP Morgan Chase Bank
Houston, TX
05.2008 - 04.2017

Employment Timeline:

  • Senior Teller | March 2008 - August 2012
  • Lead Teller | August 2012 - June 2014
  • Lead Teller Operations Specialist | June 2014 - April 2017
  • Guided staff through comprehensive training on customer service excellence and adherence to operational procedures.
  • Conducted performance evaluations, providing constructive feedback to promote professional growth.
  • Resolved complex customer inquiries, maintaining high levels of satisfaction and loyalty.
  • Streamlined staffing schedules to guarantee optimal coverage during peak periods while preserving employee work-life balance.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
  • Implemented process improvements, increasing transaction speed and customer satisfaction ratings.
  • Oversaw scheduling and workflow to optimize staffing levels during peak hours.
  • Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.

Skills

  • Team Leadership
  • Problem-Solving
  • Customer Service
  • Attention to Detail
  • Compliance and Regulations
  • Multilingual Proficiency
  • Operational Excellence
  • Interpersonal Skills
  • Communication Skills
  • Fraud detection skills
  • Task delegation
  • Teamwork and collaboration

LANGUAGES

English Native speaker
Spanish Native speaker

Timeline

Consumer Online Banking Specialist

Stellar Bank
07.2023 - Current

Front Office Specialist

Texas Children's Hospital
05.2017 - 05.2021

Lead Teller Operations Supervisor

JP Morgan Chase Bank
05.2008 - 04.2017
Samantha Gaitan Castro