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Cultivating a collaborative and personalized approach to Relationship Management has been the focus of my career in the past 16 years. My goal is to enhance the overall client experience at a challenging firm. As an accomplished Relationship Manager for BNY Mellon, I support relationships with clients in the Southern Cone of Latin America. I have proven myself to be a competent team player with an in-depth analytical approach to problem management.
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Relationship ManagerBny MellonNew York, Ny, Us
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Relationship Manager Of North American BanksBny Mellon Apr 2024 - PresentNew York, Ny, UsSales & Relationship Manager of North America (North East & Community Banks & FI’s)j -
Relationship Manager Of Southern ConeBny Mellon Jun 2020 - May 2024New York, Ny, UsManage Relationships in the Southern Cone (Argentina, Brazil & Uruguay).
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Relationship AssociateBny Mellon Mar 2016 - Jun 2020New York, Ny, UsRelationship Associate for Latin America in Treasury Services
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Client Advocate / Service OfficerBny Mellon 2012 - Feb 2016New York, Ny, Us• Established as an escalation point for top tier Caribbean portfolio generating revenue $10MM+ annually. • Primary bilingual client service officer for 90 + Caribbean & Central American clients.• Analyzes & proactively solves inquiries that are related to ACH, AML/KYC, Cash Letter, Compliance, Demand Deposit Accounts, Electronic Banking, Funds Transfer, and Foreign Exchange. • Develops innovative long term solutions to recurring inquiries to improve the overall client service experience.• Collaborates with Liquidity Management to release funds transfer wires by providing signing authority.
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Client Implementation OfficerBny Mellon 2010 - 2012New York, Ny, Us• Managed client implementations for 250+ clients in the Treasury Services Latin America Region. • Increased productivity by 20% by creating documentation to train and update colleagues on new implementation procedures.• Supplemented documentation & guidance to new & existing clients for account opening & product implementations.• Facilitated communication between internal and external clients to ensure best business practices.
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Account AdministratorBny Mellon 2008 - 2010New York, Ny, Us• Compiled hourly liquidity management reports and facilitated the approving and releasing of wires.• Assisted with client service inquiries relating to pending fund transfer wires, statements & account analysis reports.• Coordinated the International Payments Seminar which included 60+ International clients.
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Administrative AssistantBny Mellon 2006 - 2008New York, Ny, Us• Provided administrative support to the International Client Services Department.• Coordinated the International Payments Seminar which included 60+ International clients.
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Intern (Co-Op Program)Bny Mellon Sep 2004 - 2006New York, Ny, Us• Provided administrative & clerical support to a Senior Executive Vice President & Asia Pacific Department
Carol Castro Skills
Carol Castro Education Details
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Queens CollegeEconomics
Frequently Asked Questions about Carol Castro
What company does Carol Castro work for?
Carol Castro works for Bny Mellon
What is Carol Castro's role at the current company?
Carol Castro's current role is Relationship Manager.
What is Carol Castro's email address?
Carol Castro's email address is ca****@****lon.com
What is Carol Castro's direct phone number?
Carol Castro's direct phone number is (800) 205*****
What schools did Carol Castro attend?
Carol Castro attended Queens College.
What skills is Carol Castro known for?
Carol Castro has skills like Banking, Financial Analysis, Portfolio Management, Analysis, Management, Spanish Speaking, Risk Management, Customer Service, Software Documentation, Client Services, Project Planning, Accounting.
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