Cassandra Araiza
Durham,NC
Summary
Customer-focused professional with over 3+ years of experience in financial services, customer relationship management, and consultative sales. Adept at analyzing client needs, managing financial transactions, and providing tailored solutions to drive business growth. Skilled in policy adjustments, risk mitigation, and account management while ensuring compliance with industry regulations. Strong ability to prospect, network, and develop client relationships to increase revenue. Currently pursuing an Associate of Arts in Cybersecurity, reinforcing expertise in financial security and risk management.
Overview
3
3
years of professional experience
Work History
Customer Specialist / Consultant
Progressive
Raleigh, NC
10.2024 - Current
- Handled high-volume customer interactions, providing personalized financial and account-related solutions.
- Processed payments, billing inquiries, and account adjustments, ensuring accuracy and efficiency.
- Assisted clients with financial problem-solving, addressing concerns related to transactions and account services.
- Built strong customer relationships through consultative communication and service excellence.
Payroll Specialist V
Walmart corporate
Bentonville, AR
02.2022 - 06.2024
- Handled high-volume customer interactions, providing personalized financial and account-related solutions.
- Processed payments, billing inquiries, and account adjustments, ensuring accuracy and efficiency.
- Assisted clients with financial problem-solving, addressing concerns related to transactions and account services.
- Built strong customer relationships through consultative communication and service excellence.
Sales Representative /Customer Service Representative
Concentrix
Jacksonville, NC
08.2023 - 11.2023
- Managed a portfolio of high-value clients, providing financial solutions and product recommendations.
- Used CRM tools to track client interactions, analyze financial needs, and identify upselling opportunities.
- Assisted customers with post-purchase support, troubleshooting, and product-related inquiries.
Education
Associate of Arts - Cybersecurity
Alamance Community College
Graham, NC08-2026
Skills
- Customer Service Excellence
- Problem-Solving & Decision-Making
- Technical Troubleshooting
- Financial Services and Client Management
- Technical Writing and Documentation
- Excel
- Cross-functional team collaboration
- Data and Financial Analysis
- CRM and Financial Software Proficiency
- Bilingual in English and Spanish
- Leadership skills
- Outlook
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction in my department team
- One of the Top 10 Employees who met their Metrics of the Month
Timeline
Customer Specialist / Consultant
Progressive
10.2024 - Current
Sales Representative /Customer Service Representative
Concentrix
08.2023 - 11.2023
Payroll Specialist V
Walmart corporate
02.2022 - 06.2024
Associate of Arts - Cybersecurity
Alamance Community College
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