Summary
Overview
Work History
Education
Skills
Timeline
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CASSIDY KENT

Harpersville

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience

Work History

Teller

Wells Fargo
04.2023 - Current
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Personal Banker

Wells Fargo
03.2022 - Current
  • Expanded client base by promoting new financial products
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
  • Explained account terms and conditions to customers
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients

Personal Banker

Regions Bank
03.2020 - 03.2022
  • Greeted customers and delivered information about new account processes
  • Worked closely with management to strategize sales techniques to increase branch production and customer service
  • Provided customers with additional information regarding account services
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients
  • Maintained customer records and updated account information
  • Cross-sold bank products and services to meet customer needs and provide options
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit

Education

Business Administration And Management -

Lawson State Community College
Birmingham, AL

Skills

  • Cash Handling
  • Financial Advisement
  • Loan Application Advisement
  • Customer Satisfaction
  • Branch Operations
  • Interpersonal Skills
  • Sell Services
  • Team Interaction
  • Microsoft Office

Timeline

Teller

Wells Fargo
04.2023 - Current

Personal Banker

Wells Fargo
03.2022 - Current

Personal Banker

Regions Bank
03.2020 - 03.2022

Business Administration And Management -

Lawson State Community College

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CASSIDY KENT