Cassandra Clark
Cottonwood Shores
Summary
Knowledgeable Client Services with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Personable New Accounts Representative with 10 years' experience in Client Relations. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Overview
12
12
years of professional experience
Work History
Personal Banker
PNC Bank
07.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Investment Advisor Assistant
Dominion Investor ServicesT
07.2016 - 10.2022
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring compliance at all times.
- Organized client meetings and events, fostering a sense of community among clientele and increasing overall engagement.
- Supported the Investment Advisor in creating customized financial plans for high-net-worth clients, ensuring their long-term financial success.
- Collaborated with colleagues to enhance team performance and deliver exceptional client service.
Sales Associate
Best Little Pawn Shop
06.2014 - 04.2016
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Legal Administrative Assistant
James Clark Law Firm
01.2013 - 11.2014
- Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Facilitated clear communication between clients and attorneys by acting as a liaison to ensure all parties were informed of updates or changes.
- Prepared drafts of forms, letters and agreements for legal staff use.
Education
High School Diploma -
Llano High School
05-2006
No Degree - Psychology And Business Management
University of Phoenix
Online05-2015
No Degree - Paralegal Studies
Amarillo Community College
Amarillo, Tx05-2014
Skills
- Effective relationship management
- Operational management
- Service excellence
- Customer experience enhancement
- Positive attitude
- Client relationship management
- Customer satisfaction
- Customer service
- Branch operations
- Relationship building
Timeline
Personal Banker
PNC Bank
07.2023 - Current
Investment Advisor Assistant
Dominion Investor ServicesT
07.2016 - 10.2022
Sales Associate
Best Little Pawn Shop
06.2014 - 04.2016
Legal Administrative Assistant
James Clark Law Firm
01.2013 - 11.2014
High School Diploma -
Llano High School
No Degree - Psychology And Business Management
University of Phoenix
No Degree - Paralegal Studies
Amarillo Community College
Similar Profiles
Tammy BentonTammy Benton
Sr Banker /DMLO at PNC Bank/National City BankSr Banker /DMLO at PNC Bank/National City Bank
Erica HendryErica Hendry
Personal Banker/Loan Officer at PNC Bank/National City BankPersonal Banker/Loan Officer at PNC Bank/National City Bank
Abel Maldonado JrAbel Maldonado Jr
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank
Courtney KutscherCourtney Kutscher
Bank Teller at PNC Bank/National City BankBank Teller at PNC Bank/National City Bank
Augustus HenryAugustus Henry
Assistant Track Coach at West U FlashAssistant Track Coach at West U Flash