Casandre Paul
Orlando
Summary
Detail-oriented and client-focused banking and financial services professional with over eight years of experience in client relations, operations, and financial account management. Proven track record of delivering exceptional customer service, supporting institutional clients, and ensuring compliance with internal and regulatory standards. Strong analytical, communication, and problem-solving skills with the ability to thrive in fast-paced environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Service Specialist II
Global Insight (BNY Mellon)
03.2025 - Current
- Manage high-value client relationships, ensuring timely resolution of inquiries related to transactions, statements, and investment accounts.
- Collaborate with internal departments to streamline operations and improve client satisfaction metrics.
- Maintain compliance with all federal regulations and company policies while protecting sensitive financial data.
- Assist with onboarding and servicing institutional clients, providing expertise in asset management and custodial operations.
Customer Service Representative
Axiom Bank
08.2023 - 03.2025
- Provided excellent customer support for consumer and business banking clients, resolving inquiries on deposits, loans, and digital banking platforms.
- Processed account openings, fund transfers, and fraud investigations while maintaining confidentiality and accuracy.
- Met or exceeded service performance goals through active listening and effective communication.
- Collaborated with branch management to improve workflow efficiency and customer satisfaction.
Operations Specialist
Charles Schwab
01.2020 - 07.2023
- Supported daily back-office operations including account reconciliations, trade settlements, and data validation.
- Partnered with client service teams to resolve complex issues related to brokerage transactions and account maintenance.
- Ensured compliance with FINRA and SEC regulations by adhering to company protocols and documentation standards.
- Contributed to process improvement initiatives that enhanced operational accuracy and reduced error rates.
Collections Specialist
SunTrust Bank
03.2017 - 07.2020
- Managed delinquent accounts through proactive communication with clients to establish repayment plans and minimize losses.
- Demonstrated empathy and professionalism while negotiating payment arrangements and assisting clients facing financial hardship.
- Maintained detailed records and ensured adherence to FDCPA and company compliance standards.
- Consistently achieved collection performance metrics and contributed to departmental recovery goals.
Education
AA Degree -
Valencia College
High School Diploma - undefined
Olympia High School
01.2013
Skills
- Client Relationship Management
- Banking Operations & Financial Transactions
- Regulatory Compliance (FDIC, FINRA, SEC)
- Problem Solving & Conflict Resolution
- Microsoft Office Suite, CRM & Banking Software
- Data Entry & Account Reconciliation
- Cross-Departmental Communication
- Time Management & Team Collaboration
- Problem resolution strategies
Certification
- Notary Public – FL, 2022
- Financial Services Compliance Certificate
- Customer Service Excellence Training
Languages
French
Timeline
Client Service Specialist II
Global Insight (BNY Mellon)
03.2025 - Current
Customer Service Representative
Axiom Bank
08.2023 - 03.2025
Operations Specialist
Charles Schwab
01.2020 - 07.2023
Collections Specialist
SunTrust Bank
03.2017 - 07.2020
High School Diploma - undefined
Olympia High School
AA Degree -
Valencia College