Krista Cassel
Billings,MT
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
Work History
Financial Services Representative
Western Security Bank
Billings, MT
10.2018 - 01.2020
- In this role I was responsible for opening/ closing accounts such as personal and business accounts along with IRAs and Certificates of Deposit
- I was also responsible for assisting customers daily with their online banking needs
- I was able to take on other responsibilities where I would balance the main vault for the branch daily and balance and maintain a teller drawer occasionally.
Cash Management Specialist
First Interstate Bank
Billings, MT
01.2016 - 01.2018
- While working in this position I was responsible for building and maintaining ACH websites for customers
- These duties also included troubleshooting for customers when they had technical issues.
Financial Services Representative
Altana Federal Credit Union
Billings, MT
01.2011 - 01.2016
- In this role I had to maintain and balance a cash drawer daily
- Along with that I had to assist customers with all their banking needs, such as deposits, withdrawals, online banking and much more
- Additionally, I was the main vault teller for the branch where I maintained and balanced the branch vault daily.
Education
Bachelor Of Science Business Administration - Finance
Montana State University-Billings
12.2023
Skills
- Typing
- Ten Key
- Excellent oral and written communication
- Excellent customer service skills
- Detail oriented
- Strong analytical and critical thinking skills
- Knowledge of commercial banking products
- Knowledge of market trends
- Excellent time management and multitasking skills
- Project management
Timeline
Financial Services Representative
Western Security Bank
10.2018 - 01.2020
Cash Management Specialist
First Interstate Bank
01.2016 - 01.2018
Financial Services Representative
Altana Federal Credit Union
01.2011 - 01.2016
Bachelor Of Science Business Administration - Finance
Montana State University-Billings