Cassidy Mebert
Hobart,IN
Summary
Motivated Banking Professional with strong communication skills and quick problem-solving abilities. Works effectively in teams and independently in fast-paced environments. Organized and committed to achieving business goals while applying time management and organizational skills. Seeking entry-level opportunities to contribute to company growth and develop new competencies.
Overview
9
9
years of professional experience
Work History
Banker
JPMorgan Chase & Co
Chesterton, Indiana
07.2024 - Current
- Advised JPMorgan Chase clients on checking, savings, and lending solutions.
- Open new checking and savings accounts
- Handle complex account needs
- Open CDs and renegotiate current CD’s
- Processed deposits, withdrawals, and transfers following bank procedures and controls.
- Handle fraudulent claims for clients
- Make wires for clients and ask appropriate questions to verify information.
- Approve wires for fellow peers and make sure the information is accurate.
- Enhanced customer satisfaction by resolving issues with knowledgeable and friendly service.
- Provide excellent service and attention
- Assess situations to make sure clients aren’t being scammed or in distress.
- Identify needs of customers promptly and efficiently.
- Assist customers with online and mobile banking.
- Resolved banking issues through thorough review of account activity and effective client communication.
- Supported client onboarding through identity verification and account documentation.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Trained and coached team members in procedures and compliance standards to improve overall performance.
- Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Maintain updated knowledge through continuing education and advanced training.
- Managed inventory and supplies to ensure materials were available.
- Conduct testing of software to ensure quality and reliability.
- Trained and coached team members in procedures and compliance standards to improve overall performance.
Universal Banker Teller
Centier Bank
Merrillville, IN
02.2023 - 07.2024
- Processed deposits, withdrawals and loan payments while adhering to bank policies and procedures.
- Cross-sold bank products such as credit cards, consumer loans, mortgages, savings accounts and other banking services.
- Provided customer service to clients by answering inquiries, resolving complaints and providing information regarding banking products and services.
- Cross-sold credit cards, consumer loans, mortgages, savings accounts, and other banking services, enhancing customer financial well-being.
- Guided customers in online banking setup and resolved digital banking issues, improving user experience and satisfaction.
- Cultivated strong customer relationships through effective communication, fostering trust and loyalty.
- Provided assistance to branch staff members in order to meet operational goals.
- Responded quickly to suspicious activities within the branch to ensure security. towards any suspicious activities observed within the branch
- Built and maintained client relationships through quality, personalized interactions.
Bank Teller
Horizon bank
Valparaiso, IN
07.2021 - 02.2023
- Utilized strong mathematical skills for problem solving.
- Applied financial knowledge in practical scenarios.
- Assisted customers over the phone, resolving problems and answering questions to enhance their banking experience.
- Employed analytical skills to assess information.
- Finance skills.
- Utilized analytical skills to evaluate data and make informed decisions.
- Assisted customers over the phone and resolved their problems or questions.
- Very well at interpersonal skills.
- Hunger to learn, great at providing information and / or advice.
- I have taken online courses to help me progress and get verified for excellent customer service.
- Acquired skills in advanced tasks, including debit card printing and dispute resolution for fraudulent charges, to improve service efficiency.
- I furthered my skills in my position by learning how to do advanced things such as printing out debit cards and handling disputes, such as fraudulent charges on accounts.
- Promoted and sold various financial products, including loans and accounts, while encouraging customer referrals to expand the client base.
- I prioritize not only advertising but also selling what we have to offer such as certain loans and all of our accounts to customers and I encourage them to invite their friends to the company.
- I am friendly and I always encourage the people I work with.
- I'm friendly and I always encourage the people I work with.
- Maintained organized workspaces for efficiency.
- Verbal and written communication skills.
Support Technician
DonLevy Laboratories
Crown Point, IN
05.2021 - 07.2021
- Evaluated food samples to assess compliance with health regulations.
- Completed lab paperwork to maintain accurate records of experiments and results.
- Maintained incubators at optimal temperatures to support accurate test results.
- Keeping incubators at correct temperatures
- Maintained cleanliness in laboratory to promote a safe and efficient work environment.
- Following correct protocol for contamination prevention
- Generated reports and updated documentation to ensure accurate tracking of lab results.
- Consulted via telephone to diagnose user issues, executed testing scripts, and probed for root causes.
Cashier/Customer Service
George’s Gyros spot 2
Hobart, IN
06.2017 - 05.2021
- Managed scheduling and prioritization of tasks effectively.
- Provided assistance to customers, addressing inquiries and needs.
- Resolved customer complaints and concerns promptly, escalating complex issues to direct supervisor for swift resolution.
- Welcomed customers and addressed information requests to enhance their shopping experience.
- Maintained work area and kept cash drawer organized.
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
- Built and maintained productive relationships with employees.
- Trained and mentored new cashiers to ensure a knowledgeable and efficient team.
- Kept store operations efficient and tasks current by carrying out daily store opening, closing and shift change actions in full.
Education
High school diploma - Technical Honors Degree
Hobart High School
Hobart, INSkills
- Mathematical skills
- 5 years of financial services
- Microsoft Excel
- Customer service
- Cash handling
- Analytical skills
- Problem solving and critical thinking
- Attention to detail
- Detail-oriented
- Effective multitasking
- Time management
- Work organization and prioritization
- System multitasking
- Follow protocol for sensitive matters
- Quick adaptation
- Great at working in fast-paced environments
- Effective communication
- Communication skills
- Great interpersonal skills
- Relationship building
- Great at giving advice and making good judgment calls
- Organizational skills
- Information sharing
- Research skills
- Positive demeanor
- Critical thinking
- Works with a sense of urgency
- Critical thinking
- Positive demeanor
Skills
- 5 years of financial services
- Mathematical skills
- Microsoft Excel
- Customer service
- Cash handling
- Analytical skills
- Problem solving and critical thinking
- Attention to detail
- Detail-oriented
- Effective multitasking
- Time management
- Work organization and prioritization
- System multitasking
- Follow protocol for sensitive matters
- Quick adaptation
- Great at working in fast-paced environments
- Effective communication
- Communication skills
- Great interpersonal skills
- Relationship building
- Great at giving advice and making good judgment calls
- Organizational skills
- Information sharing
- Research skills
- Positive demeanor
- Critical thinking
- Works with a sense of urgency
- Critical thinking
- Positive demeanor
Timeline
Banker
JPMorgan Chase & Co
07.2024 - Current
Universal Banker Teller
Centier Bank
02.2023 - 07.2024
Bank Teller
Horizon bank
07.2021 - 02.2023
Support Technician
DonLevy Laboratories
05.2021 - 07.2021
Cashier/Customer Service
George’s Gyros spot 2
06.2017 - 05.2021
High school diploma - Technical Honors Degree
Hobart High School