Cynthia M Cassidy
Escondido,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Over twenty (20) years of banking experience, from 1988-2010 and from 2017-2020. Started as a teller and got promoted to an assistant manager. Running three different departments. Homeowners Associations Department (HOA), Data Processing and the Courier department for Scripps Bank.
Became an office manager, at Professional Data Exchange. Oversaw account receivables, account payable and Quickbooks. As well as processing payments for clients.
Managed staff and restaurant at Del Mar Rendezvous. Worked with Point of sales systems, Online ordering platforms and accounting software.
The overall experiences have been beneficial in terms of flexibility and adaptability to perform in a variety of positions.
Overview
9
9
years of professional experience
Work History
Restaurant Manager
Rendezvous Restaurant
02.2020 - 04.2021
- Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
- Supervised staff.
- Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
- Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
- Motivated staff to perform at peak efficiency
- Verified prepared food met standards for quality and quantity before serving to customers.
- Monitored and adjusted pricing, discounts and promotions to maximize profitability.
- Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
- Tracked daily sales transactions and invoices for accurate and updated financial reporting.
- Reconciled cash and credit card transactions to maintain accurate records.
- Assisted in interviewed, selected, trained, and supervised staff.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment.
Relationship Banker
OneWest Bank
05.2017 - 09.2020
- Specialist in Living Trust
- Power of Attorney
- Fiduciary Accounts
- Data Entry
- Set up ACH
- Wire Transfers
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Answered customer questions and explained available services such as deposit accounts, credit cards, safety deposit boxes, loan referrals and business banking.
- Implemented strategies to increase customer retention, enabling investment growth.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Responded to customer inquiries regarding new accounts and account services.
- Greeted customers and delivered information about new account processes.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Provided customers with additional information regarding account services.
- Verified customer identity and reviewed documentation for accuracy.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Collected customer information and completed new account forms.
- Activated new accounts and issued customer identification numbers.
- Maintained customer records and updated account information.
- Processed customer payments and account setup charges.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Tracked and processed customer account requests and applications.
Group Fitness Instructor
Chuze Fitness
01.2015 - Current
- Developed creative and fun fitness classes to keep participants engaged and motivated.
- Educated members on proper movement techniques to reduce risk of injury.
- Taught diverse group fitness classes designed to improve cardiovascular health, strength and mobility.
- Demonstrated modified routines with regressions and progressions to meet diverse fitness levels.
- Enhanced client experience by maintaining motivational and supportive culture.
- Encouraged and motivated participants to persevere through challenges to achieve new goals.
- Managed group fitness classes of up to 50 members.
- Established classes to effectively match skill and learning levels of all participants.
- Created structured and innovative fitness programs to be executed in small to large group atmospheres.
- Monitored participant progress and provided positive reinforcement to support goal achievement.
- Developed and implemented various high-energy and motivating fitness programs to meet diverse needs.
- Delivered fun and motivating group fitness classes designed to improve overall health and fitness levels.
- Adapted classes to meet needs of participants with varying fitness levels.
- Demonstrated proper form and technique to prevent injury.
- Promoted fitness classes to boost gym attendance.
- Counseled participants on nutrition to help reach fitness goals.
Education
High School Diploma -
Hicksville High School
Hicksville, NY06.1988
Skills
- Staff Management
- Customer-Oriented
- Front Of The House Management
- Schedule Coordination
- Point of Sales (POS) System Operation
- Quality Assurance
- Employee Retention
- Effective Communication
- Problem Solving
- Reservation Handling
- Wine Knowledge
- Vendor Relations
- Data Entry
- Accounts Payable
- Accounts Receivables
- Living Trust Accounts
- Regulatory Compliance
- Financial Advising
- Policy Implementation
- Recordkeeping Requirements
- Money Handling
- Teller Support
- Banking
- Computer Proficient in Microsoft and windows application
Languages
Spanish
Native or Bilingual
Timeline
Restaurant Manager
Rendezvous Restaurant
02.2020 - 04.2021
Relationship Banker
OneWest Bank
05.2017 - 09.2020
Group Fitness Instructor
Chuze Fitness
01.2015 - Current
High School Diploma -
Hicksville High School
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