Cassidy Engelhardt
Woodland Hills,CA
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in luxury client relationship management and consultative sales. Adept at building lasting connections with affluent clients, consistently surpassing sales goals through tailored financial solutions and exceptional service. Recognized for fostering brand loyalty and delivering results-driven strategies in competitive environments.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo
09.2024 - Current
- Build and maintain long-term relationships with clients by delivering personalized financial solutions based on individual goals and needs.
- Manage a portfolio of clients, conducting proactive account reviews and providing ongoing financial guidance.
- Consistently achieve and exceed sales and referral goals through consultative conversations and needs-based selling.
- Identify opportunities to deepen client relationships through strategic recommendations and tailored solutions.
- Provide a high level of professionalism, discretion, and service when working with affluent clientele.
Sales Supervisor
Oakley
03.2020 - 05.2024
- Led and developed a high-performing sales team focused on delivering exceptional customer experiences and achieving revenue goals.
- Recruited, trained, and onboarded employees while fostering a culture of accountability, performance, and customer service excellence.
- Built strong relationships with new and returning customers, increasing brand loyalty through personalized service.
- Managed daily sales operations, delegated tasks, and motivated team members to exceed performance expectations.
- Represented the brand at trade shows, conferences, and promotional events, creating meaningful connections with customers and industry partners.
Sales Manager
Hayes Hat Company
05.2023 - 01.2024
- Delivered a premium customer experience through strong product knowledge, relationship building, and personalized recommendations.
- Represented the brand at traveling trade shows and events while maintaining high standards of professionalism and brand presentation.
- Developed customer relationships and promoted repeat business through exceptional service and product expertise.
- Managed social media efforts to increase brand awareness, customer engagement, and product visibility.
Education
Bachelor of Science - Applied Business Management
Grand Canyon University
Phoenix, AZSkills
- Luxury Client Relationship Management
- Consultative Sales & Needs-Based Selling
- Relationship building with Affluent Clients
- Brand representation and Event sales
Timeline
Personal Banker
Wells Fargo
09.2024 - Current
Sales Manager
Hayes Hat Company
05.2023 - 01.2024
Sales Supervisor
Oakley
03.2020 - 05.2024
Bachelor of Science - Applied Business Management
Grand Canyon University