Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic
Cassandra Brooks

Cassandra Brooks

Bonita Springs

Summary

Experienced banking professional with a proven track record of efficiently managing diverse customer needs to maximize satisfaction and bank revenue. Skilled in providing hands-on service, knowledgeable product recommendations, and persuasive communication to drive positive outcomes. Goal-driven approach ensures a focus on delivering exceptional service while achieving business objectives. Well-versed in the intricacies of the banking industry, committed to exceeding expectations and fostering long-term customer relationships.

Overview

9
9
years of professional experience
1
1
Certification

Work History

LICENSED BANKER

TD BANK
11.2021 - Current
  • Open personal checking and savings accounts, CD's, IRA accounts, Home Equity and Mortgage intake for application process, credit cards, business checking, business savings, business money market, business CD's.
  • Referrals to business partners.
  • First point of contact for Customer inquiries and escalations; taking ownership and remediating any Customer complaints.
  • Identify red flags of fraudulent account opening.
  • Wealth leader of the team awarded by having strong referrals and closed business.
  • As wealth leader, I attend out of branch meetings and additional training to ensure we are compliant with wealth practices and effective conversation technics through coaching.
  • Inform customers of demarketing reasons associated with account closure due to fraud.
  • Receive and initiate investigation requests related to fraud cases.
  • Build and maintain new customer relationships.
  • Expand on existing customers relationship with the bank.
  • Give approvals for teller transactions when it makes sense mitigating fraud.
  • Participate in audit of tellers, the vault, and TCRs (teller cash recycler).
  • Ensure we're following cash ordering guidelines.
  • Adhering to strict operational guidelines for audit compliance.
  • Consistently delivering legendary customer service through behaviors.

BANKER AND TELLER

PNC BANK
01.2016 - 10.2021
  • Teller functions included recognizing cash deposit and check fraud using DAMPER checks.
  • Cash management, balancing drawers with no overage or shortage.
  • I would switch from teller to banker as needed based on business needs.
  • Float to other branches when there were vacancies.
  • Responsible for cash vault when teller lead was out.
  • Open personal and business account and refer to partners.

Education

Associate of Arts - Computer Newtork

Tallahassee Community College
Tallahassee, FL
05-2003

Skills

  • Branch operations management
  • Strong relationship-building abilities
  • Excellent communication
  • Business needs analysis
  • Problem-solving abilities
  • Strategic team engagement
  • Retirement savings optimization
  • Home financing solutions
  • Lead generation through calls

Certification

  • Licensed Florida 2-14 Life and Variable Annuities Agent
  • CNP - Certified Notary Public
  • MSG - Medallion Signature Guarantee

Interests

  • I participate in a variety of outdoor recreational activities
  • Sharing travel tips, recommendations, and insights with fellow enthusiasts
  • I enjoy sketching and drawing, which helps improve my creativity and attention to detail
  • Cooking
  • Gardening
  • Spending time with family and friends

Timeline

LICENSED BANKER

TD BANK
11.2021 - Current

BANKER AND TELLER

PNC BANK
01.2016 - 10.2021

Associate of Arts - Computer Newtork

Tallahassee Community College

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