Isaiah Cassuto
Lake Ronkonkoma
Summary
Highly experienced professional in the banking industry. Expertise lies in delivering exceptional customer service, resolving complex problems, and efficiently managing financial transactions. Renowned for collaborating effectively with teams, adapting to dynamic environments, and consistently achieving outstanding results. Reliable individual dedicated to upholding high standards and meeting evolving needs.
Overview
6
6
years of professional experience
Work History
Member Service Representative
Jovia
09.2024 - Current
- Support branch operations and administrative tasks as needed.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Cross-sell banking products to enhance customer financial well-being.
- Ensure compliance with bank policies, procedures, and regulatory requirements.
- Assist clients with resolving account issues, disputes, and inquiries.
- Process customer transactions, including deposits, withdrawals, wire transfers, and payments.
- Identify customer needs and recommend suitable banking products and services.
- Provide information on financial products such as loans, credit cards, and mortgages.
- Support branch operations and administrative tasks as needed.
- HELOC and IRA related conversations with members
- Assist customers with opening and managing bank accounts, including checking, savings, and investment accounts.
- Maintain accurate records of customer interactions and transactions.
Bank Teller II
TD Bank
05.2021 - 12.2024
- Handling transactions in a professional and personable manner
- Staying informed of all bank products and services to be able to effectively advise customers
- Identifying customer needs and providing information on new products and services
- Managed high-volume transactions during peak hours while maintaining attention to detail
- Complying with all banking regulations, policies and procedures to ensure confidentiality
- Maintaining accurate records of all transactions and paperwork ensuring they are organized and readily acceptable
- Handling and resolving customer complaints and issues in a professional manner
- Collaborate with my colleagues, other departments and other branches
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Bank Teller
Wells Fargo
01.2024 - 08.2024
- Managed high-volume transactions during peak hours while maintaining attention to detail
- Balanced cash drawers accurately at the end of each shift
- Answering customer inquiries and directing them to the answer in a reasonable amount of time.
- Establishing relationship with clients to provide a more personable experience
- Learning about customer's financial needs and transition them to a financial advisor or other financial tool depending on what would benefit the client's goals most accurately
- Educating customers on banking products and services
Sales Associate
Adidas
01.2019 - 05.2021
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies.
- Helped customers locate products and checked store system for merchandise at other sites.
- Educated clients on current promotional offerings and products
- Assisted in training new staff members on company policies, product information, and sales techniques
Education
BBA - Business Administration
Five Towns College
Dix Hills, NY06.2021
High School Diploma -
Longwood High School
Middle Island, NY06.2017
Skills
- Proficient in Computer Applications
- Flexibility in Changing Environments
- Data Entry Skills
- Detail-Oriented Approach
- Customer Support Expertise
- Effective Multitasking
- Analytical Problem Solving
- Independently Motivated
- Professionalism and courtesy
- Teamwork and collaboration
Hobbies and Interests
- Music Production
- Health and Fitness
- Market Analysis and Investing
Timeline
Member Service Representative
Jovia
09.2024 - Current
Bank Teller
Wells Fargo
01.2024 - 08.2024
Bank Teller II
TD Bank
05.2021 - 12.2024
Sales Associate
Adidas
01.2019 - 05.2021
BBA - Business Administration
Five Towns College
High School Diploma -
Longwood High School
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