Cassandra Dunkley
Baraboo,WI
Summary
Results-driven professional with over 13 years of experience in customer service, financial services, and team leadership. Recognized for excellence in leadership and coaching across North America. Strong skills in communication, problem-solving, and adaptability, ensuring optimal service delivery and high client satisfaction in dynamic environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Bank
Sauk City, WI
08.2023 - Current
- Delivered client-centered financial services with discretion and empathy.
- Guided clients in identifying options to achieve individual financial goals.
- Maintained accuracy and compliance while assisting clients with sensitive account matters.
Sales and Service Manager
BMO Bank
Sauk City, WI
12.2021 - 08.2023
- Delivered coaching and feedback to branch team, enhancing service quality.
- Managed customer escalations and resolved sensitive issues effectively.
- Communicated policies to ensure compliance and understanding across the team.
- Recognized for exceptional leadership and coaching impact throughout North America.
Retail Relationship Banker
BMO Bank
Wisconsin Dells, WI
07.2019 - 12.2021
- Delivered client-centered financial services with discretion and empathy.
- Guided clients in identifying options to achieve individual financial goals.
- Maintained accuracy and compliance while assisting clients with sensitive account matters.
- Streamlined account openings for new employees by connecting with local businesses.
Customer Experience Representative
BMO Bank
Portage, WI
08.2018 - 07.2019
- Processed high-volume transactions with 100% accuracy.
- Maintained cash drawer with precise balancing.
- Recommended account review activities for clients in collaboration with bankers.
- Ensured compliance with bank regulations and upheld ethical standards.
Assistant Food Service Leader
Kwik Trip
Baraboo, WI
04.2018 - 08.2018
- Oversaw food service team, upheld safety standards, and ensured customer satisfaction.
Assistant Manager
McDonald's
Lake Delton, WI
05.2011 - 04.2018
- Progressed through roles from crew member to assistant manager since 2011.
- Oversaw staff hiring, scheduling, and operational performance to enhance efficiency.
- Resolved customer concerns while maintaining high service standards.
- Developed future leaders through consistent mentorship and daily coaching.
Education
High School Diploma -
Baraboo High School
Baraboo, WI06-2014
Skills
- Client relationship management
- Financial analysis
- Regulatory compliance
- Sales strategies
- Risk assessment
- Customer service excellence
- Conflict resolution skills
- Administrative documentation
Accomplishments
- Recipient of numerous "Spotlight Awards" highlighting different areas of work amongst my market at BMO.
- Recipient of "All Star" award with BMO, highlighting my leadership and coaching efforts.
Certification
- Notary Public, expiration 05-18-2026
Timeline
Retail Relationship Banker
BMO Bank
08.2023 - Current
Sales and Service Manager
BMO Bank
12.2021 - 08.2023
Retail Relationship Banker
BMO Bank
07.2019 - 12.2021
Customer Experience Representative
BMO Bank
08.2018 - 07.2019
Assistant Food Service Leader
Kwik Trip
04.2018 - 08.2018
Assistant Manager
McDonald's
05.2011 - 04.2018
High School Diploma -
Baraboo High School