Cassie Perez
Royal Oak,MI
Summary
Professional with strong background in branch management and retail sales. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
Cornerstone Community Financial Credit Union
07.2019 - 08.2024
- Proactive leader driving growth and development of the Royal Oak branch, overseeing staff, loan production, and service standards while implementing measures for risk mitigation
- Skilled in underwriting and funding processes, managing new member applications, and fostering long-term client partnerships
- Experienced sales management with drive to meet and exceed goals while growing branch business
- Proficient in staff hiring, training, and development, with a focus on individualized coaching and tailored development plans
- Experienced in community engagement through involvement in the Royal Oak Chamber of Commerce and as a credit union ambassador at city events
- Engages in media opportunities to promote credit union partnerships with community events and programs
- Holds NMLS license, signature guarantee authority, and medallion stamp certification, with expertise in Symitar software and credit review
- Successful in providing solution-driven recommendations in commercial lending and merchant services, with a commitment to staying updated on industry trends and innovations
Assistant Branch Manager
PNC Bank
05.2016 - 08.2019
- Support Branch Manager in dual locations of branch operations, staff supervision, and sales performance
- Aid in developing strategies for deposit growth, loan production, and customer acquisition
- Provide guidance to staff on policies, procedures, and regulatory compliance
- Foster a high-performance culture and employee development
- Resolve customer inquiries and issues promptly to ensure satisfaction and retention
- Analyze branch performance metrics and implement corrective actions
- Engage in community initiatives and represent the bank at chamber of commerce events
- Stay informed on industry trends to enhance branch performance
Retail Sales
Nordstrom
10.2014 - 05.2016
- Collaborate with the store management teams and departments to develop and execute merchandising strategies that align with the brand's image and target clientele
- Provide personalized styling services to customers, utilizing expert knowledge of fashion trends, product offerings, and individual preferences
- Cultivate and maintain strong customer relationships through attentive service, effective communication, and follow-up to ensure satisfaction and loyalty
- Drive sales by proactively engaging with customers, understanding their needs, and recommending appropriate products to meet their style and lifestyle requirements
- Train and develop sales associates in product knowledge, styling techniques, and customer service skills to enhance their ability to deliver exceptional experiences with focus on the Hugo Boss brand but not limited to
- Monitor sales performance metrics and provide regular feedback and coaching to team members to optimize productivity and achieve sales targets
- Stay informed about industry trends, competitor activities, and customer preferences to continuously improve the branch's performance and offerings
- Participate in store events, promotions, and initiatives to drive traffic and enhance the overall customer experience
Personal Banker
Chase Bank
01.2013 - 07.2014
- Focused and extensive training on customer platform products, scripting and contact manager usage
- Teller and platform banking activities in-store
- Compliance and NMLS certified
- Risk and Audit compliance trainings and implementations
Education
High School Degree -
Waterford Mott
Associate Degree -
International Academy of Design & Technology
Skills
- Excellent work ethic
- Jack Henry
- Credit underwriting
- Relationship management
- Compliance
- Hiring & Training with Development
- Excellent time management skills
- Sales expertise
- Strong team-builder
- Coaching & Development
- Community sponsorships & events
- Televised speaking appearances WDIV & WXYZ
- Relationship building and management
Certification
- NMLS ID, 1017094
- Licensed Notary
- Medallion stamp Certified
- Signature guarantee
Affiliations
Royal Oak Chamber of Commerce, 01/01/16
References
Available upon request.
Leadership Experience
Successfully led a team to exceed sales goals while maintaining excellent customer satisfaction scores.
Timeline
Branch Manager
Cornerstone Community Financial Credit Union
07.2019 - 08.2024
Assistant Branch Manager
PNC Bank
05.2016 - 08.2019
Retail Sales
Nordstrom
10.2014 - 05.2016
Personal Banker
Chase Bank
01.2013 - 07.2014
Associate Degree -
International Academy of Design & Technology
- NMLS ID, 1017094
- Licensed Notary
- Medallion stamp Certified
- Signature guarantee
High School Degree -
Waterford Mott
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