EDWARD CASTILLO
North Wales
Summary
Financial service professional with 8+ years of expertise in retirement services, banking operations, and client relationship management. Skilled in navigating complex financial processes, ensuring compliance, and providing clear, empathetic guidance to diverse clients. Recognized for strong problem-solving, cross-team collaboration, and ability to deliver exceptional service in high-volume environments.
Overview
11
11
years of professional experience
Work History
Relationship Manager & Business Owner Specialist
Bank of America
08.2022 - Current
- Serve as trusted advisor to business and individual clients, focusing on financial guidance and operational support.
- Assist clients with navigating complex credit, compliance, and documentation processes.
- Collaborate with internal teams to ensure smooth service delivery while adhering to risk management standards.
- Provide tailored solutions that align with client needs while prioritizing long-term relationships and service quality.
Retirement Specialist
Prudential Financial
01.2018 - 08.2022
- Delivered retirement plan support for participants across a wide variety of industries.
- Resolved complex inquiries regarding eligibility, distributions, contributions, and plan regulations.
- Guided clients through compliance requirements, tax implications, and investment options.
- Performed administrative functions including calculations, reporting, and plan documentation.
Financial Consultant
PNC Financial Services Group, Inc.
04.2014 - 05.2017
- Supported clients with financial guidance and product knowledge to meet personal and business banking needs.
- Ensured accurate processing of transactions and branch operations in line with compliance standards.
- Provided consistent client support and maintained strong relationships with internal banking partners.
Education
Bachelor of Science - Professional Studies in Finance, Minor in Computer & Information Systems
New Jersey City University
Jersey City, NJ01.2017
Skills
- Customer & Client Support: Problem resolution, client retention, retirement plan administration
- Financial Operations: Compliance, risk management, credit documentation, account servicing
- Technical Tools: Microsoft Office (Excel, Access, Word, PowerPoint), CRM systems
- Languages: Fluent in Spanish
- Soft Skills: Interpersonal communication, detail-oriented, relationship building, teamwork
Timeline
Relationship Manager & Business Owner Specialist
Bank of America
08.2022 - Current
Retirement Specialist
Prudential Financial
01.2018 - 08.2022
Financial Consultant
PNC Financial Services Group, Inc.
04.2014 - 05.2017
Bachelor of Science - Professional Studies in Finance, Minor in Computer & Information Systems
New Jersey City University
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