Cassie Martinez

• Met or exceeded account objectives for revenue and gross profit.
• Defined measurement systems to monitor and report performance metrics and client satisfaction to client, company and employees.
• Elevated understanding of client and industry to assist sales staff in identifying new business opportunities.
• Developed and maintained client rapport and client satisfaction as measured by end-user satisfaction, client surveys and client feedback.
• Planned, developed, implemented and maintained accounts.

Manage Customer Service for NM office. Facilitating Customer Support Liaison for large Government contract holders. Prepare daily deposits for remittance. Receive and processed customer payments/credit card accounts. Maintain collection accounts. Build platform customer accounts for Paging and Texting websites. Maintain inventory for paging units. Streamline operational procedures to maintain productivity for customer satisfaction.

• Built and contributed to new sales of consumer loans and deposit products
• Processed new account transactions; assisted customers in their selection of various accounts and financial services; cross-selling all banking products and services; opening, maintaining, and closing of all account types; performing branch clerical duties; promoting business by maintaining good customer relations and referring customers to appropriate staff for new services.

• Maintained customer satisfaction and supported licensed agents in obtaining quotes for current and new customers
• Received and processed payments for existing customers
• Trained and Certified in Life and Health Insurance.

• Managed branch performance in operational controls and customer service to minimize Bank transaction security risk
• Conducted ongoing customer service, security, and technical training for all employees
• Performed all operational transactions accurately and in a timely manner to remain in compliance with regulatory standards
• Developed methods to streamline daily functions and improve branch productivity.