Janice Del Castillo
**** ******* ***** ***** *** Jose, CA 95136?
*****-***********.******@*****.***
Qualification Summary
Performance driven professional with several years of experience in sales
and portfolio management, client relationship building, retail banking
management, and business development. Proven ability in managing projects
and working as a team player to produce results. Relationship development
expertise that compliments the ability to gain solid client trust in order
to exceed business sales expectations.?
2009-2010 KeyPoint Credit Union Santa Clara, CA
Business Sales Manager
. Developed and implemented sales and marketing initiatives to
generate new business accounts across all KeyPoint Branches.
. Implemented small business service initiatives including
coaching and sales management of all business branch personnel.
. Responsible for driving results in developing
personnel, growing member
relationships, achieving sales goals, and exceeding
member service
expectations.
( Conducted training to staff and branch management in
all areas of business
products, services, and proper business documentation.
. Responsible for scheduling and conducting monthly business
seminars for members.
. Attended monthly community events and assigned company sponsored
programs to generate new business leads.
. Lead project management team meetings to ensure final
implementation was completed.
. Perform outbound sales calls as well as cold calling to generate
growth of new business.
2008-2009 ATL Technologies San Jose, CA
Business Development Manager?
. Responsible for contacting Fortune 500 High-Tech companies for
hiring needs.
. Daily follow up with direct hiring managers for current & future
hiring needs.
. Responsible for making 50 daily sales calls for new business.
. Contact clients in database for follow up on new business
opportunities.
. Update database with clients resumes for future job opportunities.
.
2006-2008 Bank of America Santa Clara, CA
VP/Premier Banking Client Manager
. Guide clients through our specialized mortgage product options.
. Partner with Financial Advisor to gain additional funds to grow
portfolio
. Exceed client delight expectations.
. Maintain satisfactory audit of all new client accounts opened.
. Manage a portfolio of 300 clients with deposit relationships
ranging from
$500K-3.0M.
. Responsible for cross selling all bank products and services.
. Responsible for monthly correspondence to clients for account and
product
Follow up.
. Exceed daily goal of 25 client contact calls and report results on
database.
. Schedule all appointments and contact calls on outlook.
1999-2006 Bank of America Los Gatos, CA
VP Banking Center Manager
. Manage and development of 15 direct reports
. Responsible for leading daily sales activities
. Complete monthly employee schedules on the allotted salary and
staffing
Budget.
. Process Payroll
. Responsible for exceeding overall branch operations and audit
goals
. Assist clients with opening all bank products and services
. Guide clients through our specialized mortgage product options
. Responsible for scheduling daily lobby management in order to
exceed customer delight expectations
. Process monthly, quarterly and annual performance reviews
?
Education?
De Anza College- Business Administration
?
Professional Licenses
Series 6/63
Health/Life Insurance
Awards:
Ranked 5th in the State of California for Annual "Gold Club" 98-99
Recognition for Annual "Award of Excellence" 2002-2006
?