Open to opportunities

Kassandra Abbott

@kassandraabbott

Message

Dedicated financial service representative with strong customer service skills.

United States

Message

What I'm looking for

I am looking for a role that allows me to leverage my customer service skills and financial expertise in a supportive and growth-oriented environment.

I am a seasoned financial service representative with nearly a decade of experience in the credit union industry. My role at Isabella Community Credit Union involved interviewing applicants for loan requests, analyzing financial statuses, and assisting members with credit counseling and budgeting. I take pride in my ability to communicate effectively with clients, ensuring they understand their options and feel supported throughout the loan process.

Throughout my career, I have developed a strong foundation in customer service and sales, consistently meeting referral goals and promoting financial products. My experience at National City Bank and Walgreens has further honed my skills in managing customer relationships and leading teams. I am passionate about helping individuals achieve their financial goals and am committed to maintaining compliance with all regulations while providing exceptional service.

Experience

Work history, roles, and key accomplishments

Financial Service Representative

Isabella Community Credit Union

Nov 2011 - Present (13 years 8 months)

Interviewed applicants for loan requests, communicated status and final decisions, and processed loan closing documents. Analyzed applicants' financial status, credit, and collateral to determine loan approval feasibility or best product fit.

Loan Origination Financial Analysis Account Management Regulatory Compliance

Head Photo Specialist

Walgreens

Jul 2008 - Present (17 years)

Maintained a clean and efficient photo lab, ordered supplies, and processed customer photo and film orders. Trained and supervised employees within the photo lab.

Inventory Management Loss Prevention Staff Training Customer Service

Customer Service Specialist

National City Bank

Dec 1999 - Present (25 years 7 months)

Consistently met monthly referral goals and developed effective strategies for increasing personal and branch sales. Promoted the Work Perks program to enhance branch sales and performed in-branch promotions.

Sales Customer Service Cross Selling Networking

Assistant Manager

Speedway

Mar 1997 - Present (28 years 4 months)

Coached a staff of 7 to improve performance of daily tasks through established processes and conducted new hire orientation and sales training. Performed inventory auditing, established product reorder points, and managed employee scheduling.

Team Leadership Inventory Management Sales Training Scheduling Cash Management