Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Robertson

Walla Walla

Summary

Knowledgeable in Treasury Management with exceptional client support, ensuring customer satisfaction and efficient issue resolution. Provided guidance for solutions that enhanced client relationships and streamlined support processes. Demonstrated strong problem-solving abilities and effective communication skills.



Overview

10
10
years of professional experience

Work History

Client Support Specialist

Banner Bank
01.2022 - Current
  • Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
  • Provided exceptional service to clients by understanding their unique needs and offering tailored solutions.
  • Interacted with team members across departments to research and resolve customer issues.
  • Contributed to team success by sharing best practices and collaborating on challenging cases with colleagues.
  • Conducted in-depth product demonstrations for clients, leading to deeper understanding and increased product utilization.
  • Investigated and resolved customer inquiries and complaints quickly.

Insurance Specialist

Banner Bank
07.2016 - 01.2022
  • Streamlined policy management by regularly updating client information and tracking policy changes.
  • Acted as subject matter expert, answering internal, and external questions and inquiries.
  • Researched and resolved routine and complex issues.
  • Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
  • Trained new hires on company policies and procedures, ensuring a seamless transition into the Insurance Specialist role.

Member Service Representative

P1FCU
11.2015 - 06.2016
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
  • Verified customer identification and documentation for compliant transactions.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.

Education

General Studies

Prairie High School
Cottonwood, ID
05-2007

Skills

  • Interpersonal and written communication
  • Client relationship building
  • Empathy and patience
  • Strong work ethic
  • Computer skills
  • Customer data confidentiality
  • Administrative and office support

Timeline

Client Support Specialist

Banner Bank
01.2022 - Current

Insurance Specialist

Banner Bank
07.2016 - 01.2022

Member Service Representative

P1FCU
11.2015 - 06.2016

General Studies

Prairie High School

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