Summary
Overview
Work History
Education
Skills
Timeline
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Kacie Cannell

Limington,ME

Summary

Highly motivated and customer-focused professional with a strong background as a Financial Representative and experience in the service industry as a Waitress and Bartender. I have strong organizational and multitasking skills. Proficient in managing calendars, handling correspondence. I demonstrate the ability to prioritize tasks and provide efficient support to team members, I have excellent communication and interpersonal skills. I am detail oriented and adaptable, consistently ensuring smooth workflow and contributing to overall productivity.

Overview

13
13
years of professional experience

Work History

Administrative Assistant

MPX/SFX America
Portland, ME
09.2023 - Current
  • Managed office correspondence and maintained organized filing systems.
  • Coordinated meetings and scheduled appointments for executive staff.
  • Assisted in preparing reports and presentations using various software tools.
  • Developed and maintained effective communication with internal and external stakeholders.
  • Handled travel arrangements and itineraries for team members as needed.
  • Processed invoices and tracked expenses to ensure accurate financial records.
  • Supported human resources by managing employee documentation and onboarding tasks.
  • Implemented improvements to administrative processes for enhanced efficiency and workflow.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Scheduled appointments between clients and customers and internal staff members.
  • Processed invoices for payment using accounting software applications.
  • Directed customer inquiries to appropriate department personnel.

Financial Services Representative

Evergreen Credit Union
Portland, ME
04.2022 - 09.2023
  • Meeting with customers to understand their financial goals, needs and risk tolerance.
  • Recommend suitable products and services.
  • Deep understanding of a wide range of financial products and services, including savings accounts, checking accounts, loans, credit cards, investments, insurance policies, and retirement plans.
  • Cross-selling, identifying opportunities to offer additional products and services that align with the client's needs. Therefore, increasing customer loyalty and institution revenue.
  • Assisting customers with various financial transactions, such as account opening, fund transfers, loan applications, and investment purchases.
  • Providing exceptional customer service by addressing inquiries, resolving issues, and handing complaints promptly and professionally.
  • Nurturing and maintaining strong relationships with existing clients while actively seeking new business opportunities.
  • Staying updated on industry trends, market conditions, and changes in products and services to provide customers with accurate and up-to-date information.

Teller

Evergreen Credit Union
Portland, ME
03.2019 - 04.2022
  • Responsible for providing excellent customer service and handling various financial transactions.
  • Primary duties include assisting customers with deposits, withdrawals and account inquiries.
  • Process cash transactions and maintain a balanced cash drawer at all times.
  • Promote credit union products and services, such as savings accounts credit cards, and and to meet the needs of the customers and sales.
  • Adhere to all security and compliance procedures to ensure safety of customer transactions and sensitive information.

Financial Services Representative

California Coast Credit Union
San Diego, CA
02.2015 - 02.2019
  • Assisted customers with various financial services, including account management, loans, and investment products.
  • Provided personalized financial advice and guidance to clients, ensuring their financial goals were met.
  • Conducted financial assessments and recommended suitable products based on individual needs.
  • Maintained a high level of accuracy and compliance with all banking regulations and procedures.

Waitress/Bartender

Pat's Pizza
Windham, ME
06.2012 - 01.2015
  • Greeted and served customers in a friendly and efficient manner, creating a positive dining experience.
  • Took orders, served food and beverages, and handled cash and credit transactions.
  • Demonstrated excellent multitasking and organizational skills in a fast-paced restaurant environment.
  • Interacted with customers to address inquiries, resolve issues, and ensure satisfaction.

Education

Some College - Business Finance

University of Southern Maine
Gorham, ME
06.2012

High School Diploma -

Bonny Eagle High School
Standish, ME

Skills

  • Finance and Investment Management
  • Customer Service and Relationship Building
  • Communication and Interpersonal
  • Problem-solving and Analytical Skills
  • Time Management and Multitasking
  • Attention to Detail and Accuracy
  • Office management
  • Financial record keeping
  • Software proficiency
  • Customer relationship management
  • Data entry accuracy
  • Document management
  • Administrative support

Timeline

Administrative Assistant

MPX/SFX America
09.2023 - Current

Financial Services Representative

Evergreen Credit Union
04.2022 - 09.2023

Teller

Evergreen Credit Union
03.2019 - 04.2022

Financial Services Representative

California Coast Credit Union
02.2015 - 02.2019

Waitress/Bartender

Pat's Pizza
06.2012 - 01.2015

Some College - Business Finance

University of Southern Maine

High School Diploma -

Bonny Eagle High School

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