Katie Cassidy
Farmington Falls,ME
Summary
Career Objective: Dynamic and decisive leader with excellent planning, customer service, and problem-solving abilities. Ready to pursue new professional challenges and career advancement with growing company.
Overview
10
10
years of professional experience
11
11
years of post-secondary education
6
6
Certifications
Work History
Personal Banker III
Skowhegan Savings Bank
Farmington , ME
07.2019 - Current
- Greets customers using Integrity Service principals
- Processing transactions such as deposits, withdrawals, check cashing, selling money orders, cashiers or travelers checks, processing loan/credit card payments and savings bond requests, handling cash advances, etc
- Open new consumer/business accounts
- IRA and Health Savings account trained
- Approves wires and debit card increases
- Creates and prints Debit Cards
- Continues to build customer relationships by providing exceptional customer service and using High Definition Banking to cross-sell products
- Upholds acceptable cash balances
- Proficient in Mobile and Online Banking platforms
- Understanding of the Banks products and services and offers additional services to meet customers financial needs
- Efficiently places Stop/Holds on transactions and checks
- Assists in balancing the branch and closing procedures
- Prepares Currency Transaction Reports, as well as other documents required by the laws and regulations of the banks policies and procedures
- Undertakes any and all tasks and duties assigned.
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Patient Registration
Franklin Memorial Hospital
Farmington, Maine
01.2019 - 07.2020
- Greet all patients and enter information into the hospital registration system
- Collect personal medical and insurance information from patient or family
- Prepare chart for the patient ensuring confidentiality at all times
- Place phone calls to verify insurance coverage
- Direct patients and family to the correct area within the emergency room
- Visit patient’s bedside to register those who were brought in emergency
- Speak with families of patients unable to answer necessary questions and provide accurate information
- Answer the Hospital Switchboard phone and properly direct calls
- Complete patient admissions
- Contact providers on call for patients needing services after hours.
Service Dispatcher
Dead River Company
Farmington, ME
04.2017 - 01.2019
- Work crews, equipment, or service vehicles to appropriate locations according to customers’ needs
- Arrange for necessary repairs in order to restore service and schedules
- Relay work orders, messages, and information to or from work crews, supervisors, and field inspectors
- Prepare daily work schedules
- Receive and process billing work orders
- Oversee all communications within service department
- Record and maintain files and records of customer accounts
- Advise personnel of traffic problems
- Stock and order necessary parts, tools and supplies for technicians
- Answer customer service calls and schedule work.
- Monitored flow of paperwork and directed information to appropriate departments.
- Received new orders, prepared documentation and assigned personnel.
- Facilitated communications between customers and field personnel to answer questions or resolve concerns.
- Ordered supplies and allocated resources to personnel based on need.
Receptionist/Personal Lines Account Manager
United Insurance – Shiretown Agency
Farmington, Maine
08.2016 - 04.2017
- Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries
- Directs visitors by maintaining employee and department directories; giving instructions
- Assist customers with payments
- Answer telephone calls
- Issue ID Cards/Proof of Insurance
- Provide information to callers
- Schedule Appointments
- Keep accurate QuickBooks Record
- Monitor and maintain office supplies and equipment
- Assists clients with policy changes
- Works directly with carriers and underwriting to guarantee customer satisfaction.
Customer Service Representative II
Franklin Savings Bank
Farmington, ME
06.2013 - 08.2016
- Providing exceptional customer service
- Receive deposits and withdrawals, verifying endorsements
- Positively identifying customers
- Assist with ATM duties
- Issuing Bank Treasurers’ Checks, Personal Money Orders, and Stop Payments
- Admitting customers to safe deposit boxes
- Sell Bank products and services
- Answer customer inquiries accurately
- Balance cash daily
- Open new accounts
- Cross trained to cover many positions within customer service department
- Notarize documents
- Contact customers on the Debit Card Fraud Detection Report
- Technology Expert
Teller
The Bank of Maine
Readfield, ME
11.2012 - 06.2013
- Demonstrating a variety of duties, providing bank customers with friendly, accurate, efficient sales and service on products offered by the bank, including opening new accounts and processing deposits and withdrawals
- Sell and cross-sell various banking products to customers
- Answer telephone and greet customers
- Accept deposits and withdrawals
- Buy and sell currency from the vault
- Completed BAI training courses as assigned
- Balance cash daily
- Open new accounts.
Education
High School Diploma -
Mt. Blue High School
Farmington, ME 09.1998 - 06.2009
Bachelor of Science - Business
Saint Joseph's College of Maine
Standish, ME 09.2021 - Current
Skills
Report preparation
Complaint resolution
Sales expertise
Administrative support
Microsoft Office
Content and digital asset management
Social Media Expert
Certification
MHRT-1 and First Aide/CPR Certified. Certified Teller/Modern Banker.
Additional Information
- Notary Public. Maine Licensed Property and Casualty Producer.
Timeline
Bachelor of Science - Business
Saint Joseph's College of Maine
09.2021 - Current
Personal Banker III
Skowhegan Savings Bank
07.2019 - Current
Patient Registration
Franklin Memorial Hospital
01.2019 - 07.2020
Service Dispatcher
Dead River Company
04.2017 - 01.2019
Receptionist/Personal Lines Account Manager
United Insurance – Shiretown Agency
08.2016 - 04.2017
Customer Service Representative II
Franklin Savings Bank
06.2013 - 08.2016
Teller
The Bank of Maine
11.2012 - 06.2013
High School Diploma -
Mt. Blue High School
09.1998 - 06.2009