Carlos Castro
Durham,NC
Summary
Energetic and detail-focused with strong aptitude for customer service and financial accuracy. Possessing foundational knowledge in cash handling and transaction processing, coupled with solid mathematical skills as well as being excell in mircosoft products, Capable of delivering precise and reliable service to enhance customer satisfaction and operational efficiency. As well as being fluent in spanish.
Overview
2
2
years of professional experience
Work History
Teller
Wells Fargo
02.2024 - Current
- Accurately process deposits, withdrawals, and other financial transactions while maintaining compliance with banking policies.
- Build strong customer relationships by delivering friendly, efficient service and resolving account inquiries.
- Identify customer needs and provide referrals to personal bankers for products such as credit cards, loans, and savings accounts.
- Educate clients on mobile and online banking platforms to enhance convenience and digital adoption.
- Contributed to positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Utilized impeccable organizational skills and attention to details to accurately calculate customer's translation's, which results in handling over 40-100K per day
Client Sales Representative
Hendrick Automotive Group
06.2023 - 02.2024
- Increased upselling opportunities by identifying complementary products or services that aligned with existing client goals or challenges.
- Exceeded monthly quotas by utilizing strong negotiation skills to close deals and secure contracts.
- Organized successful promotional events and product showcases, resulting in increased brand awareness and lead generation.
- Facilitated contract negotiations with clients to achieve mutually beneficial terms while adhering to company guidelines.
- Enhanced client retention through consistent follow-ups, relationship building, and timely issue resolution.
Education
Assoicate in Arts - Accounting & Finance
Wake Technical Community College
Raleigh, NC06-2026
High School Diploma -
Hillside High School
Durham North Carolina06.2018
Skills
- Retail Banking & Teller Operations
- Customer Relationship Management
- Cash Handling & Transaction Accuracy
- Financial Product Knowledge
- Sales & Cross-Selling Referrals
- Problem Solving & Communication
- Digital Banking Support
- Compliance & Risk Management
- Excellent time management skills
Timeline
Teller
Wells Fargo
02.2024 - Current
Client Sales Representative
Hendrick Automotive Group
06.2023 - 02.2024
Assoicate in Arts - Accounting & Finance
Wake Technical Community College
High School Diploma -
Hillside High School
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