Cassie Ward
Lawton,OK
Summary
I am an efficient professional in financial client services, known for high productivity and my ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. I excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Arvest Bank Operations
Lawton, OK
08.2022 - Current
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Built long-term relationships with customers by providing personalized service and support.
- Modified, opened and closed customer accounts.
- Identified transaction errors for unbalanced debits and credits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Shift Leader
Taco Bell
Lawton, OK
02.2018 - 03.2021
- Handled emergency situations with composure and in accordance with company guidelines.
- Supervised team of XX during daily shifts, ensuring efficient operation and customer satisfaction.
- Handled escalated customer concerns and emergencies in absence of manager or supervisor.
- Verified that cash drawers contained correct amounts of money during opening and closing shifts.
- Supervised and led employees to maintain productivity and customer service levels.
- Supervised the cleaning of dining areas, restrooms, kitchen equipment, and floors in order to maintain a safe and sanitary environment for customers and staff alike.
Education
High School Diploma -
Lawton High School
Lawton05-2020
Skills
- Account closings
- Cash handling
- Teller background
- Loans
- Cash flow management
- Customer Service-oriented
- Fast learner
- Eager
Certification
- Notary Public
Timeline
Relationship Banker
Arvest Bank Operations
08.2022 - Current
Shift Leader
Taco Bell
02.2018 - 03.2021
High School Diploma -
Lawton High School
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