Cassidy McKee
Queensbury,NY
Summary
Dedicated Assistant Branch Manager with a strong background in banking and operations management. Skilled in training staff, developing promotional strategies, and ensuring compliance, resulting in improved customer engagement and satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Arrowbank
Lake George, NY
04.2024 - Current
- Supervised daily branch operations to ensure compliance with policies and procedures.
- Assisted in training new staff on customer service protocols and banking products.
- Coordinated scheduling for branch personnel to optimize workflow and service delivery.
- Developed promotional strategies to enhance customer engagement and increase account openings.
- Managed cash handling procedures, ensuring accuracy and security of financial transactions.
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Built rapport with account holders by reaching out with product recommendations and account updates.
Store Supervisor
TD Bank
Bolton Landing, NY
12.2022 - 04.2024
- Supervised daily operations of teller team, ensuring adherence to policies and procedures.
- Trained and mentored staff on customer service excellence and transaction accuracy.
- Oversaw daily teller operations, ensuring compliance with banking regulations and internal policies.
- Resolved customer inquiries, ensuring accurate information delivery and enhancing satisfaction.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Customer Service Representative
TD Bank
Queensbury, NY
07.2020 - 12.2022
- Managed high-volume calls, maintaining composure and efficiency in fast-paced environment.
- Trained new employees on company policies and customer service best practices.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Teller
TD Bank
Queensbury, NY
12.2019 - 07.2020
- Processed daily transactions accurately and efficiently to ensure customer satisfaction.
- Resolved customer inquiries and concerns, enhancing overall banking experience.
- Maintained compliance with bank policies and regulatory requirements in all operations.
- Assisted in training new tellers on procedures and best practices for customer service.
- Managed cash drawer, ensuring balanced accounts at end of shifts through diligent record-keeping.
- Processed customer transactions promptly, minimizing wait times.
Education
Associate of Science - Business Administration And Management
SUNY Adirondack
Queensbury, NYHigh School Diploma -
Ticonderoga Senior High School
Ticonderoga, NY06-2016
Skills
- Banking
- Operations management
- Business development
- Team development
- Operational efficiency
- Audit preparation
- Staff education and training
- Loan application evaluation
- Relationship building and management
- Financial product sales
- Staff management
Certification
- CNP - Certified Notary Public
- NMLS
Timeline
Assistant Branch Manager
Arrowbank
04.2024 - Current
Store Supervisor
TD Bank
12.2022 - 04.2024
Customer Service Representative
TD Bank
07.2020 - 12.2022
Teller
TD Bank
12.2019 - 07.2020
Associate of Science - Business Administration And Management
SUNY Adirondack
High School Diploma -
Ticonderoga Senior High School