Cassie Burton
Red Lion,PA
Summary
Banking professional with comprehensive knowledge in financial services and client management. Provided valuable support to banking teams, ensuring seamless operations and customer satisfaction. Emphasizes collaborative efforts and adaptability to dynamic banking environments, with strong skills in financial analysis and customer service.
Overview
6
6
years of professional experience
Work History
Banking Specialist II
Orrstown Bank
York, PA
03.2025 - Current
- Facilitated customer account management and transaction processing to ensure accuracy and compliance.
- Assisted clients with financial inquiries, providing tailored solutions and enhancing customer satisfaction.
- Mentored junior team members in banking procedures, fostering skill development and ensuring service excellence.
- Collaborated with cross-functional teams on strategic projects aimed at increasing overall branch performance and profitability.
- Opened new accounts and made changes to existing accounts.
- Maintained up-to-date knowledge of regulatory changes, ensuring all banking activities complied with new laws and guidelines.
Banking Specialist I
Orrstown Bank
York, PA
09.2024 - 03.2025
- Processed customer transactions accurately and efficiently.
- Assisted clients with account inquiries and problem resolution.
- Managed daily cash flow, ensuring compliance with banking regulations.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Presented products and services to customers using in-depth knowledge to answer questions.
Cashier/Retail Sales Associate, Back Office
Home Depot
New Freedom, Mechanicsburg, York
04.2020 - 09.2024
- Processed customer transactions efficiently using point-of-sale systems.
- Assisted customers with merchandise inquiries and product location.
- Trained new cashiers on register operations and customer service best practices.
- Built relationships with customers to encourage repeat business.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Education
Nursing
York County School of Technology
York, PA06-2022
Skills
- Client relationship Management
- Account Opening & Maintenance
- Business Development/ New Money Growth
- Treasury Management Referrals
- Wealth Advisory Referrals
- Cash Handling & Financial Accuracy
- Regulatory Compliance
- Customer Service Excellence
- Problem Solving & Critical Thinking
- Cross-Functional Collaboration
Timeline
Banking Specialist II
Orrstown Bank
03.2025 - Current
Banking Specialist I
Orrstown Bank
09.2024 - 03.2025
Cashier/Retail Sales Associate, Back Office
Home Depot
04.2020 - 09.2024
Nursing
York County School of Technology