Cassidy Raymo
Kinston,NC
Summary
Dynamic banking professional with extensive experience at Truist Financial, excelling in branch operations and cash handling. Proven ability to enhance customer satisfaction through personalized solutions and effective problem-solving. Skilled in electronic funds transfer and adept at fostering positive client relationships, ensuring compliance and operational efficiency.
Overview
4
4
years of professional experience
Work History
Universal Banker
Truist Financial
04.2022 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Call Center Representative
MadChar Media LLC
12.2020 - 05.2021
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
Education
Associate of Arts - Business Administration
Lenoir Community College
Kinston, NC06-2026
High School Diploma -
Deep Run Christian Academy
Deep Run, NC06-2020
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Customer service
- Money handling
- Problem-solving skills
- Data entry
- Customer support
- Appointment scheduling
Timeline
Universal Banker
Truist Financial
04.2022 - Current
Call Center Representative
MadChar Media LLC
12.2020 - 05.2021
Associate of Arts - Business Administration
Lenoir Community College
High School Diploma -
Deep Run Christian Academy
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