Cassidy Rosell

Financial Advisor at BB&T
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • The Multicultural Student Services Program
    Frederick Community College
    Aug, 2016
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2019 - Present

      Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches. Resolved escalated customer issues and boosted retention rates. Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance. Protected company assets with strategic risk management approaches. Boosted branch sales by developing and deepening customer loyalty through incentive programs. Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches. Resolved escalated customer issues and boosted retention rates. Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance. Protected company assets with strategic risk management approaches. Boosted branch sales by developing and deepening customer loyalty through incentive programs.

    • New Zealand
    • Retail
    • 1 - 100 Employee
    • Shop Manager
      • Feb 2018 - Oct 2019

      Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets. Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives. Established and optimized schedules to keep coverage and service in line with forecasted demands. Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets. Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives. Established and optimized schedules to keep coverage and service in line with forecasted demands.

    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service Specialist
      • Mar 2015 - Feb 2018

      Cultivated customer loyalty, promoted repeat customers and improved sales. Consulted with outside parties to resolve discrepancies and create effective solutions. Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns. Monitored cash drawers in multiple checkout stations to ensure adequate cash supply. Operated POS system to itemize and complete customer purchases. Cultivated customer loyalty, promoted repeat customers and improved sales. Consulted with outside parties to resolve discrepancies and create effective solutions. Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns. Monitored cash drawers in multiple checkout stations to ensure adequate cash supply. Operated POS system to itemize and complete customer purchases.

Education

  • Frederick Community College
    Associate's degree, Social Sciences
    2016 - 2022

Community

You need to have a working account to view this content. Click here to join now