Brittany Castro

• Executed operations for ACH processing, IRA accounts, and all deposits, including mobile and wire transfers.
• Assisted in correcting reports for IRA and ACH transactions to ensure accuracy.
• Maintained relationships with IRA members by offering new products and addressing inquiries.
• Educated members on new IRA rules and regulations to enhance compliance.
• Collaborated with credit union to develop structured procedures for IRA account operations.

• Oversaw operations for Deceased Accounts, IRA Accounts, and Safe Deposits.
• Specialized in processing transactions and transfers for IRA accounts.
• Assisted members with inquiries regarding IRAs to ensure clarity.
• Consolidated roles across three departments into a streamlined process.
• Maintained efficiency of company KPIs and operational standards.

• Delivered exceptional customer service, handling account maintenance and problem resolution for members.
• Educated members on company products and services to enhance daily experiences.
• Specialized in assisting members through digital channels, ensuring seamless interactions.
• Analyzed digital membership applications to identify potential members and streamline onboarding.