William Castaneda
Kingston,NY
Summary
Member-focused financial services professional with experience in branch operations, account services, and employee training. Strong understanding of credit union products, policies, and procedures, with a focus on transaction accuracy, problem-solving, and building member relationships. Experienced in supporting coworkers, resolving member concerns, and identifying financial solutions that meet members’ needs.
Overview
8
8
years of professional experience
Work History
Member Service Representative
MHVFCU
Kingston, Ny
02.2026 - Current
- Assist members with account openings, account maintenance, consumer loan applications, and business banking needs while providing solutions tailored to their financial goals.
- Identified and recommended credit union products and services that aligned with members' financial journeys.
- Resolve member concerns and account-related issues by applying knowledge of credit union policies, procedures, and available resources.
- Demonstrate a strong understanding of branch operations, internal controls, compliance requirements, and established procedures to maintain accuracy and efficiency.
- Provide support with specialized services, including medallion signature guarantees and notary services.
- Functioned as a resource for coworkers, ensuring clarity on procedures and facilitating smoother operations. for coworkers by answering questions, sharing process knowledge, and providing guidance on daily transactions and procedures.
- Supported team development by assisting with employee training and sharing best practices to improve navigation of complex member situations.
Member Account Specialist
MHVFCU
Kingston, NY
09.2023 - 02.2026
- Provided frontline support to members and coworkers by guiding them on transactions, account inquiries, and daily banking needs.
- Utilized multiple internal systems and applications to research account information, resolve member inquiries, and provide effective service.
- Assisted coworkers with operational questions, transaction procedures, and problem-solving to support efficient branch operations.
- Maintained a high level of accuracy in cash drawer balancing, transaction processing, and daily cash handling responsibilities.
- Designated Teller Trainer responsible for training new employees, explaining procedures, and supporting their development in teller operations.
Bilingual Teller
SEFCU
Amsterdam, New York
03.2022 - 09.2022
- Provided bilingual support to serve a diverse member base.
- Processed transactions efficiently while delivering strong member service.
- Maintained accurate cash drawer balances and daily settlements.
- Ensured compliance with policies and protected confidential information.
Co-Op Teller
MHVFCU
Kingston, NY
01.2019 - 06.2021
- Balanced academic and work commitments effectively, ensuring timely completion of tasks.
- Maintained high performance standards while juggling multiple priorities to support team goals.
- Adjusted schedules quickly to address changing operational needs, enhancing workflow efficiency.
Education
High School Diploma -
Kingston High School
Kingston06-2018
Skills
- Member Service & Relationship Management
- Account Servicing & Maintenance
- Product Knowledge & Member Referrals
- Transaction Processing & Accuracy
- Cash Handling & Drawer Balancing
- Banking Policies & Regulatory Compliance
- Daily Branch Operations
- Problem Resolution & Member Assistance
- New Hire Training & Team Support
- Bilingual Communication (English/Spanish)
Timeline
Member Service Representative
MHVFCU
02.2026 - Current
Member Account Specialist
MHVFCU
09.2023 - 02.2026
Bilingual Teller
SEFCU
03.2022 - 09.2022
Co-Op Teller
MHVFCU
01.2019 - 06.2021
High School Diploma -
Kingston High School