1. Casey L. Calvetti
195 Park Street
Canandaigua, NY 14424
585.430.9726
caseylcalvetti@gmail.com
QUALIFICATIONS SUMMARY:
Customer service professional with 8 years customer service and management
experience. Confident, with integrity and commitment to customer service excellence.
Organized and attentive to detail, with strong motivation to succeed. Strong mediation,
communication and negotiation skills gained from work place experience.
PROFESSIONAL EXPERIENCE
Assistant Branch Manager
Citizens Bank, N.A.
In Store Branch
Canandaigua, NY
August 2016 to Present
• Branch Operational and Compliance Specialist
• Manage compliance and sales goals for a team of 3 bankers.
• Create weekly sales forecasts; coaching team to success in a competitive profit
and loss environment.
• Customer Liaison, Service Specialist
• Deliver a differentiated customer experience for all customers, with focus on
listening and understanding their needs.
• Perform teller transactions accurately and efficiently.
• Daily balancing of a cash drawer and vault within the established Teller
Difference Policy.
• Use forecasting tools to perform weekly ordering of cash for the branch, within
specified cash opportunity.
• Protect all client and bank sensitive information.
• Open new accounts for both personal and small business customers.
• Process Home Equity Loan, Line of Credit, Mortgage and CRA loan applications
and work with Underwriters to obtain and submit necessary verifications
• Work closely with Merchant Services, Paychex, Financial Consultants, and
Business Banking Officers to ensure customers are utilizing all available options
and services.
• Maintain business relationship with area attorneys to establish both Estate and
Trust accounts for joint clients.
• Manage customer portfolios, service relationships, and cross-sell all products
and services.
• Adhere to Bank’s operational compliance and security policies in regards to State
and Federal laws.

2. • Proactive outreach in the form of on-site visits for employee benefit workshops
and Your Place Banking.
• Represent the Bank within the community.
Casey L. Calvetti
195 Park Street
Canandaigua, NY 14424
585.430.9726
caseylcalvetti@gmail.com
Universal Banker I
Citizens Bank, N.A
In Store Branch
Canandaigua, NY
February 2014 to August 2016
• Customer Liaison, Service Specialist
• Deliver a differentiated customer experience for all customers, with focus on
listening and understanding their needs.
• Perform teller transactions accurately and efficiently.
• Daily balancing of a cash drawer and vault within the established Teller
Difference Policy.
• Use forecasting tools to perform weekly ordering of cash for the branch, within
specified cash opportunity.
• Protect all client and bank sensitive information.
• Open new accounts for both personal and small business customers.
• Process Home Equity Loan, Line of Credit, Mortgage and CRA loan applications
and work with Underwriters to obtain and submit necessary verifications
• Work closely with Merchant Services, Paychex, Financial Consultants, and
Business Banking Officers to ensure customers are utilizing all available options
and services.
• Maintain business relationship with area attorneys to establish both Estate and
Trust accounts for joint clients.
• Manage customer portfolios, service relationships, and cross-sell all products
and services.
• Adhere to Bank’s operational compliance and security policies in regards to State
and Federal laws.
• Proactive outreach in the form of on-site visits for employee benefit workshops
and Your Place Banking.
• Represent the Bank within the community.

3. Casey L. Calvetti
195 Park Street
Canandaigua, NY 14424
585.430.9726
calycalvetti@gmail.com
Customer Service Manager
Tops Markets
Canandaigua, NY
October 2009-February 2014
• Supervise Staff, Customer Liaison:
• Oversee work performance of as many as 15 associates at one time, while
maintaining a customer friendly environment.
• Handle daily cash and media reconciliation and monitor cashier performance.
• Address customer inquiries and resolve problems, working with a diverse
customer base. Build rapport with customers to promote longevity of their
business.
Human Resources, Associate Liaison:
• Interview potential candidates for available positions within the store.
• Oversee training and development process for all newly hired associates,
following the guidelines set by the Corporate Training and Development Office.
• Create sales forecasts by period to determine scheduling needs, and create
weekly schedule for more than 45 associates.
Store Manager
Indus Management
Dunkin Donuts
Dansville, NY
July 2007-September 2009
• Supervise Staff, Customer Liaison:
• Maintain family friendly restaurant environment, providing friendly and efficient
service to as many as 800 customers each day.
• Oversee work performance of associates and ensure a family friendly
environment.
• Handle daily cash reconciliation and deposits.
• Maintain customer focus while addressing inquiries and concerns.
• Establish relationship with customers to promote repeat business.
Human Resources, Employee Liaison:
• Review applications and interview all potential candidates for positions within the
store.
• File all new hire paperwork, complying with all state and federal regulations.

4. • Train and develop all new associates on both restaurant operations and food
safety regulations.
• Serv-Safe Certified
• Maintain standards of cleanliness and food quality as mandated by the New York
State Department of Health.
Casey L. Calvetti
195 Park Street
Canandaigua, NY 14424
585.430.9726
calycalvetti@gmail.com
EDUCATION/COMPUTER SKILLS
Secondary Education Concentration
Niagara University, Lewiston NY
Proficient in Windows; Word, Outlook, PowerPoint, Excel.
CERTIFICATIONS
Notary Public
Ontario County
May 2015 to May 2019
Mortgage Loan Originator
Registered with National Mortgage Licensing Service
NMLS#1168679
Canandaigua Chamber of Commerce Member
2015-2016