Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Cassandra Diaz

Desert Hot Springs

Summary

Experienced professional seeking career growth in a dynamic work environment. Skilled in contributing to company success and open to relocating to Phoenix, AZ. Committed to innovation, collaboration, and making a positive impact in a new role.

Overview

12
12
years of professional experience

Work History

Personal Banker

Wellsfargo
07.2024 - Current
  • As Associate Personal Banker I Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications loans and send referrals to our relationship bankers. Develop understanding of bank products and services to connect to customers' needs get to know our customers one on one to help them meet there Finacial Goals Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Ability to build strong relationships with internal partners am able to follow policies, procedures, and regulations Support customers and employees in resolving or escalating concerns or complaints.

Bank Teller

CitiBank
11.2021 - 07.2024
  • To Perform efficient and accurate banking transactions including managing cash supply for the branch also incoming and outgoing cash deposits. Maintaining referral opportunities for new products and services based on client’s financial goals. Educate clients on digital and self-service opportunities offered by Citi. I'm Also an atm self-custodian for the ATMs we have in the branch. Enrolling new clients to opening a checking, saving, cd and any problem-solving transactions. Ensure all client needs are met and effectively manage client issues escalating as needed. Maintaining working knowledge of client accounts as well as new and existing products and services offered so when client needs information. Taking Responsibility to keep learning and Growing within the company wanting to progress as Personal Banker. My roll currently is a Universal Banker which I've help this position for over a year know. I started Citi bank in 2021 as a Teller and been trying to work my way up.

Bank Teller

Wells Fargo Bank
11.2017 - 12.2019
  • Accurately and efficiently processed and recorded routine financial transactions for bank customers. Counted and balanced cash drawer at the beginning and end of each shift. Cashed personal and payroll checks, completed account deposits and withdrawals, processed personal loan payments, auto loan payments, mortgage payments and money orders. Prepared cashiers’ checks, money orders, traveler’s checks, accepted foreign currency exchanges, ordered new bank ATM cards, and personal checks. Answered customer questions about checking and saving accounts, promoted other bank products, resolved issues with customer accounts. Collaborated with my team members to meet or exceed sales targets and quotas. Trained and developed new bank tellers when requested by supervisor.

Main Banker

Agua Caliente Casino
11.2014 - 09.2017
  • Prepared cash register for shift opening and reconciled monies at the end of shift. Cashier, operated cash register; responsible for carrying out a variety of transactions in a casino and provided pay outs and receipts for casino winnings. Exchanged tokens, tickets, vouchers, and chips for cash. Cashed payroll checks, processed credit card advances, and processed wire transfers. Made credit card inquires, created cashier checks, and vouchers for guests. Handled large amounts of money. Exchanged foreign currency, cashed out coins, and exchanged coins or tokens for customers. Performed numerous telephone functions. Created daily reports. Promoted players club specials, performed credit checks, and checked credit references for customers who opened credit accounts. Created daily reports and balanced the books at the end of every shift. Walked the casino floor each shift to interact with guests and conducted surveys to get feedback on the customer experience. Experienced using Excel spreadsheets, Microsoft Word, multiline telephone, cell phones, 2-way radio, fax machine, printer, copy machine, and document shredder. Trained and developed new team members when requested the by supervisor. Always maintained a clean and safe work area.

Cashier

Vons
11.2013 - 10.2014
  • Always greeted customers in a friendly manner, accurately scanned items purchased, received payment by cash, check, debit/credit card, vouchers, or automatic debits for store items purchased by customers. Issued receipts, refunds, credits, requested price checks, redeemed coupons, and provided accurate change due to customers. Bagged items purchased and provide carry out assistance when requested. Counted money in the cash drawers at the beginning and end of shifts to ensure that amounts are correct and that there is adequate change. Used cash register to assure accurate cash register counts as well as sell of merchandise and need for new merchandise stock to meet customer needs. Answered customer questions and provided information on sales, store procedures or policies. Stocked the grocery shelves, marked prices on the shelves and end cap items using price scanning tool. Learned Floral arrangement and design at the floral counter located inside Vons. Cut and arranged live, dried, silk flowers and greenery to make decorative displays, including seasonal designs. Assisted customers with selecting flowers, containers, ribbons, balloons, message cards, other accessories, and focused on holidays and special occasions. Provided customer service skills to include cashier, telephone, making and verifying supply orders and deliveries. Ensured a clean and clutter free work area.

Education

Diploma of High -

Riverside High School
Cathedral City, CA
01.2013

Cosmetology

Champion Intuition of Cosmetology
Palm Springs, CA
06-2014

Skills

  • Proficient in managing multiple tasks
  • Experienced in document creation using Microsoft Word
  • Dependable team collaborator
  • Microsoft Excel
  • Customer engagement
  • Documentation and reporting skills
  • Courteous phone handling
  • Quick to adjust to change
  • Appointment coordination
  • Fluent in two languages
  • Strong organizational abilities
  • Cash flow oversight
  • Relationship building
  • Customer satisfaction
  • Positive attitude
  • Fraud prevention
  • Client relationship development
  • Banking policies and procedures
  • Banking
  • Issues resolution
  • Financial advising
  • Account maintenance

Languages

Spanish
Professional Working

Timeline

Personal Banker

Wellsfargo
07.2024 - Current

Bank Teller

CitiBank
11.2021 - 07.2024

Bank Teller

Wells Fargo Bank
11.2017 - 12.2019

Main Banker

Agua Caliente Casino
11.2014 - 09.2017

Cashier

Vons
11.2013 - 10.2014

Diploma of High -

Riverside High School

Cosmetology

Champion Intuition of Cosmetology

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