Cassidy Mclean
Big Bear Lake ,CA
Summary
Dynamic Branch Service Specialist with expertise in cash handling and a proven track record of enhancing operational efficiency at HomeStreet Bank. Recognized for professionalism and strong client relationships, I excel in financial transactions and foster teamwork, ensuring exceptional service and client satisfaction while managing branch operations effectively.
Overview
7
7
years of professional experience
Work History
Branch Service Specialist
HomeStreet Bank
02.2022 - Current
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
- Trained staff in bank products, operations procedures and successful sales strategies.
IHSS Care Provider
In Home Supportive Services
03.2018 - Current
- Prepared nutritious meals according to dietary restrictions and preferences for better overall health.
- Provided transportation and appointments management.
- Provided transportation for clients to medical appointments, social events, and other necessary outings.
- Ensured a safe and comfortable environment by maintaining a clean and organized living space.
- Assisted clients with daily living activities, promoting independence and quality of life.
- Administered medications as prescribed, ensuring proper dosage and adherence to schedules.
- Assisted disabled clients to support independence and well-being.
Branch Service Specialist
Union Bank
02.2022 - 02.2023
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
- Trained staff in bank products, operations procedures and successful sales strategies.
- Processed customers' deposits, transfers and cash withdrawals.
- Built trusting relationships with members by offering sound financial advice and personalized service.
- Managed branch operations for streamlined processes, resulting in increased efficiency.
Coordinator
Vyanet Security & Technology
07.2021 - 02.2022
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
Education
High School Diploma - General Studies
Mission Academy
San Fernando, CA09.2021
Skills
- Branch operations
- Cash handling expertise
- Fraud detection skills
- Client confidentiality
- Professionalism and etiquette
- Financial transactions accuracy
- Listening and empathy
- Teamwork and collaboration
Timeline
Branch Service Specialist
HomeStreet Bank
02.2022 - Current
Branch Service Specialist
Union Bank
02.2022 - 02.2023
Coordinator
Vyanet Security & Technology
07.2021 - 02.2022
IHSS Care Provider
In Home Supportive Services
03.2018 - Current
High School Diploma - General Studies
Mission Academy