Miguel Castillo
Personal Banker at Citi
- Role
- Personal Banker at Citi
- Location
- Bronx, NY, US
- LinkedIn followers
- 500 followers
About Miguel Castillo
Dynamic and dependable Bilingual Sales Associate with an unwavering commitment to…
Experience
Personal Banker
May 2015 — Present · New York, NY, US
Recognized transaction needs of clients, educated clients on all service and digital channels, and utilized technology and marketing tools to identify opportunities, and present product offers and financial solutions.Delivered client services, including outbound and inbound calls, acquiring new relationships through cross-selling relevant products and services while ensuring a remarkable client experience.Assisted in strategies to grow the small business client base and implemented sales plans targeting Book of Business customers.Managed business credit requests under $250K, identified and referred larger lending opportunities, and cross-sold treasury and related small business products.
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