Vanessa Castaneda
Summary
Dynamic banking professional with extensive experience at JPMorgan Chase and Wells Fargo, excelling in customer relationship building and resolving complex issues. Fluent in Spanish and proficient in Microsoft Excel, adept at cash management and banking regulations. Demonstrated success in enhancing customer satisfaction and streamlining branch operations.
Overview
10
10
years of professional experience
Work History
Associate Banker
JP Morgan Chase
11.2023 - Current
- Making personal connections, engaging and educating customers, asking open-ended questions, and listening to establish trust and build lasting relationships
- Working in partnership with Specialists to connect customers to experts who can help them with specialized financial needs
- Client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Bank Teller
Wells Fargo Bank
03.2022 - 11.2023
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Identify information and services to meet customers financial needs
- Complete operational activities while minimizing risks under established policies
Retail Customer Service Senior Specialist I
JPMorgan Chase Bank
09.2019 - 03.2022
- Handle customer's complaints and transcribe their concerns to management
- Document customer account activities thoroughly on our journal application
- Effectively make appropriate account decisions on behalf of the customer
- Required to abide by all applicable regulatory, department practices and procedures
- Act as an advocate for our customers by working with our internal and external departments
Fraud Hotline Senior Specialist I
JPMorgan Chase Bank
11.2016 - 03.2019
- Processed customer checks and authenticate using Chase protocols
- Review customer reports and make sure that fraudulent activities are not taken place
- Assisted with documents that were pending or needed to maintain new accounts
- Make sure data was entered accurately in customer's profiles such as SSN and EIN numbers
- Processed online transactions with incoming deposits, international wiring and online transfers
Bank Teller
JPMorgan Chase Bank
12.2014 - 11.2018
- Managed customers' deposits, payments and withdrawals
- Served customers' needs and report discrepancies with management
- Answered phone calls of customer's questions and concerns
- Maintained monetary correct value of cashbox and vault balance for our internal records
- Audited bank vault and ATM before closing for the day
Education
License Esthetician -
Houston Training School
Houston, TX05.2022
Skills
- Fluent in Spanish
- Proficient in MicroSoft/Excel products
- Banking regulations
- Branch operations
- Cash Management
- Consumer Banking
Timeline
Associate Banker
JP Morgan Chase
11.2023 - Current
Bank Teller
Wells Fargo Bank
03.2022 - 11.2023
Retail Customer Service Senior Specialist I
JPMorgan Chase Bank
09.2019 - 03.2022
Fraud Hotline Senior Specialist I
JPMorgan Chase Bank
11.2016 - 03.2019
Bank Teller
JPMorgan Chase Bank
12.2014 - 11.2018
License Esthetician -
Houston Training School
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