Zoila Ruiz De Castilla
Lynnwood,WA
Summary
Results-driven Financial Consultant known for high productivity and efficient task completion. Possess specialized skills in financial planning, risk management, and investment strategies. Excel in communication, problem-solving, and analytical thinking, enabling effective client consultations and financial solution development. Committed to leveraging these soft skills to achieve clients' financial goals with precision and integrity.
Overview
1
1
Certification
Work History
Wellness Financial Consultant
KeyBank National Association
Kenmore, Washington
01/09/23 - Current
- Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
- Monitored client accounts daily for changes in value or activity levels.
- Educated clients on financial concepts related to investing in order to increase their knowledge base.
- Managed client expectations and resolved any concerns or issues promptly.
Manager
Washington Mutual Bank
Canyon Park, Washington
02/01/98 - 07/31/07
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Scheduled interviews for potential candidates and conducted reference checks prior to hire.
- Coached, mentored and trained team members in order to improve their job performance.
Education
Some College (No Degree) - Business Administration
IPAE
Lima PeruSkills
- Debt management
- Developing financial plans
- Sales follow-up
- Financial Services
- Account Performance Reviews
- Business Development
- Staff Recruitment and Hiring
- Banking operations
Accomplishments
- Top Performer Checking Primacy Awards 2023
- Top Performer Consumer Financial Wellness Credit 2023
Certification
- Consumer Loan-Home Equity Line Certification
- Loss and Retention Management Certification
Languages
Spanish
Professional
References
References available upon request.
Timeline
Wellness Financial Consultant
KeyBank National Association
01/09/23 - Current
Manager
Washington Mutual Bank
02/01/98 - 07/31/07
Some College (No Degree) - Business Administration
IPAE
- Consumer Loan-Home Equity Line Certification
- Loss and Retention Management Certification
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