Cassie Drew
Banking Specialist - Customer Service Specialist
Maurice,LA
Summary
Highly Trusted and Accomplished Customer Service & Sales Leader with severaldecades in the financial sector, adept at transforming complex banking needs into simple, effective solutions. Known for exceptional communication, problem-solving, and building strong rapport, resulting in high client retention, significant upselling cross-sell conversion rates, and very passionate about building customer service relationships. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
10
10
years of professional experience
Work History
Owner/Operator
Bayou Pure Organics
Maurice, LA
03.2025 - Current
- Managed operations of organic Nutbutter homemade organic flavoredproduct sales and Coldpress homemade organic juices and our staple Ginger-Turmeric homemade organic health juice. Attended farmers markets with superior. customer services encouraged people to shop local.
- Oversaw inventory management for fresh, local products organically, and homemade.
- Coordinated marketing efforts to promote sustainable agriculture practices by using social media’s and by consumers word-of-mouth, after receiving healing, energy, along with great testimonials.
- Implemented best practices for food safety and cleanliness standards.
- Managed daily operations of the business, including, sales, inventory, and accounting.
- Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
- Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
- Developed business plan and budget to maximize profitability.
- Set pricing structures according to market analytics and emerging trends.
New Car Sales Representative
Newton Ford South of Tennessee
Shelbyville, TN
01.2023 - 02.2025
- Engaged customers to understand their vehicle needs and preferences.
- Demonstrated vehicle features and benefits to potential buyers.
- Collaborated with the sales team to strategize on promotions and events.
- Conducted follow-up calls to ensure customer satisfaction after purchases.
- Provided excellent customer service to build lasting relationships with clients.
- Greeted customers and identified their needs.
- Showcased vehicle features and took customers on test drives in local area.
- Participated in weekly team meetings to discuss strategies for achieving monthly sales goals.
- Maintained up-to-date records of customer contact information including names, addresses, phone numbers, email addresses.
- Assisted customers with test drives, paperwork and financing options.
- Placed special orders or called other stores to find desired items.
- Greeted customers to determine wants or needs.
Banking Specialist
First Community Bank of Tennessee
Shelbyville, TN
09.2018 - 11.2023
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and banking services.
- Maintained knowledge of financial products and services offered.
- Monitored compliance with banking regulations and policies.
- Educated clients on digital banking tools and features.
- Resolved customer issues promptly to ensure satisfaction.
- Monitored customer accounts for suspicious activity, including large transfers or irregular patterns of behavior.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Assisted in creating new accounts, processed deposits and withdrawals, and maintained accurate records of transactions.
- Identified opportunities to cross-sell additional banking products or services based on customer needs.
- Facilitated wire transfers and processed foreign currency exchanges accurately.
- Managed and reconciled cash drawers and vault operations, debit, and credit card fraud issues,ensuring adherence to security protocols.
- Participated in community events and workshops to represent the bank and foster community relations.
- Identified transaction errors when debits and credits did not balance.
- Performed special services for customers, ordering bank cards and checks.
- Resolved problems or discrepancies concerning customers' accounts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Education
Vermillion Catholic High School
Abbeville, LASkills
- Client-focused sales associate with over 3 decades of experience
- Diligent in understanding client concerns and generating prompt product solutions
- Recognized for providing efficient, high quality service to key customers and recognized as beneficial in problem-solving
Overall, I believe good customer service skills, must include empathy, active listening, communication, patience, and problem-solving I always begin my day on the job,with a positive attitude, tapping intoproduct knowledge, and always being able to produce adaptability to each new day I believe the skills that I have acquired over the years, work together to create a positive experience for the customer, making them feel valued and understood, which helps resolve issues efficiently and build loyalty
Timeline
Owner/Operator
Bayou Pure Organics
03.2025 - Current
New Car Sales Representative
Newton Ford South of Tennessee
01.2023 - 02.2025
Banking Specialist
First Community Bank of Tennessee
09.2018 - 11.2023
Vermillion Catholic High School