Richard Castillo
About Richard Castillo
Richard Castillo is a Mobile Mortgage Specialist at CIBC with expertise in Business Relationship Management and Risk Management within the banking sector.
Mobile Mortgage Specialist at CIBC
Richard Castillo has been serving as a Mobile Mortgage Specialist at CIBC since 2021. Based in the Greater Kitchener-Cambridge-Waterloo Metropolitan Area, he focuses on providing tailored mortgage solutions to clients. His expertise in Business Relationship Management and Risk Management within the banking sector supports his role. His strong skills in Customer Service and Credit are instrumental in guiding customers through their mortgage options.
Manager Positions at CIBC
Richard Castillo has held multiple managerial roles at CIBC. He has been a Manager in Kitchener, Ontario, since 2018 and in Cambridge, Ontario, since 2017. In these positions, he oversees various banking operations and ensures that the services provided align with customer needs. His management experience is backed by his expertise in Business Relationship Management and Risk Management, enhancing the overall functionality of the branches he oversees.
Manager of Financial Advice at CIBC
From 2015 to 2017, Richard Castillo worked as the Manager of Financial Advice at CIBC. During this period, he was responsible for providing strategic financial advice to clients, tailoring solutions to their unique financial situations. His role required a deep understanding of financial planning, risk management, and customer service, all areas in which he excels.
Financial Services Representative II at CIBC
Richard Castillo's journey with CIBC began in 2013 when he took on the role of Financial Services Representative II. Over the course of two years, he honed his skills in credit and customer service while assisting clients with their financial needs. This role laid the foundation for his subsequent managerial positions within the bank.
Education in Financial Planning
Richard Castillo studied at Conestoga College, where he completed a program in Business Administration Financial Planning. This education provided him with the foundational knowledge required for a successful career in banking. His studies equipped him with critical skills in financial planning, which he has applied throughout his tenure at CIBC.