Ingrid Cassetta, Mba Email & Phone Number

Winston-Salem, North Carolina, United States

Greensboro, North Carolina

Served as a Financial Center Manager at a cross-functionality capacity in the areas of Monetary Transactions, Account Service, Consultative Sales, Consumer Lending, Personnel Supervisory and Training.

Greensboro, North Carolina

Provided clients with outstanding universal services: Transactional, account service, lending and consultative sales services. Work with the operations and sales team to achieve growth in the areas of deposit growth, business relationship growth, and consumer relationship growth. Maintain current knowledge of competitors products, services and current promotions. Lending / Sales. Knowledgeable of organizations extensive portfolio of services and products including Consumer and Equity Loans. Sell products and services tailored to the needs of the client. Responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Software Proficiency. Knowledgeable in multi-software operating system to maximize customer service, sales and efficiency metrics.

Winston-Salem, Nc

Provide members with outstanding universal services: Transactional, account service, lending and consultative sales services. Act as mediator for dispute and resolutions.Conflict Resolution / Customer Service. Provide members with outstanding account service, act as a mediator between members and the credit union ensuring a 100% member satisfaction.Lending / Sales. Knowledgeable of organizations extensive portfolio of services and products including Consumer and Equity Loans. Sell products and services tailored to the needs of the member. Exceeded annual sales goals in: loan production 101%, GAP 80% and debt insurance protection 54%, increasing the organization’s net income.Compliance, Policies and Procedures. Protect the credit union and members’ interests by following federal regulations and risk based lending guidelines. Successful fraud prevention resulting in 0% loss for both members and the credit union.Software Proficiency. Knowledgeable in multi-software operating system to maximize customer service, sales and efficiency metrics.

Winston-Salem, Nc

Led Hispanic market initiatives. Provided subject-matter expertise and guidance. Developed and implemented business and marketing strategies. Coordinated and facilitated financial literacy workshops.Leadership. Strategic expansion of the en Español program model to serve the Hispanic communities of Winston-Salem and Charlotte, NC. Secured expansion through internal and external strategic partnerships. Resulted in increased membership base and cross sales of products and services by 250%.Community Outreach and Partnerships. Advanced the credit union’s position by building trust and confidence among the Hispanic community through the coordination of strategic partnerships and the facilitation of financial literacy workshops in Spanish. Resulted in increased trust and understanding of the banking system by the Hispanic community. External Marketing. Continued credit union brand, public trust, understanding and confidence of the credit union products and services, by coordinating successful marketing and media campaigns, and hosting bi-weekly radio financial literacy segment.  Training and Development. Centralized and enhanced compliance awareness of identification and taxation documentation policies for non-U.S. residents and foreign nationals according to federal regulations, by developing department intranet page, customizing on-line training, and executing the delivery of group training to 300+ employees. Resulted in understanding and consistency of observance of guidelines.

Winston-Salem, Nc

Managed number of projects and public relations/direct mail campaigns for both general and Hispanic markets. As media coordinator for the Hispanic market, worked directly with local Hispanic newspapers and radio stations. Leadership. Secured existing and future efforts for the en Español program. Provided leadership by managing and developing a team of five bilingual representatives. Innovation. Led expansion of remittance platform which replaced outdated system. Wrote policies and procedures and facilitated software training for effectiveness of services at 3 strategic locations. Generated sales increase of remittances by 300%.Strategic Planning. Ability to influence and garner internal resources and support across multiple departments within the credit union, as well as from external stakeholders for a successful program expansion. Wrote strategic plan for the Executive team to develop the en Español program from a marketing effort to a self-standing unit. External Marketing. Increase in trust and confidence of the financial systems, and brand awareness for the credit union among the Hispanic community. Developed successful media campaigns with a niche in the Hispanic market: radio, newspaper, mail campaigns, and hosted bi-weekly radio financial literacy segment. Resulted in brand awareness, increase of membership base, sales of products and services including loans.Community Outreach and Partnerships. Advanced the credit union’s position by building trust and confidence among the Hispanic community through the coordination of strategic partnerships and the facilitation of financial literacy workshops in Spanish.

Phillips School Of Business, Master Of Business Administration (M.B.A.)

B.S., Business Managment