Cassidy Rosell
Financial Advisor at BB&T- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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The Multicultural Student Services Program
Frederick Community CollegeAug, 2016- Oct, 2024
Experience
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BB&T
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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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.
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Urban Vape
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New Zealand
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Retail
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1 - 100 Employee
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Shop Manager
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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.
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Weis Markets
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United States
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Retail
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700 & Above Employee
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Customer Service Specialist
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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.
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Education
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Frederick Community College
Associate's degree, Social Sciences