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customer service

Danville, Iowa, 52623, United States
April 19, 2018

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Katie M. Smith

*** *. **** **. ********, IA *****


Objective: To utilize my customer service, organizational, and verbal skills to support, motivate, and provide opportunities for clientele.


Clerical testing- 10-key data=100%, alpha data=97%, Microsoft Excel=60%, Microsoft Outlook=73%, Microsoft Word=87%, Typing=54wpm

Award- Associate of the quarter for providing excellent customer service for the months of November, December, and January in 2011/2012

Volunteer- Treasurer of elementary Parent Volunteer Organization for 2017-2018 school year at Danville Elementary School


1. Secretary September 2017-Dec. 2017

Team Staffing, Inc.

C&M Cooling, Heating, & Plumbing

Answering phone, keeping record of every call and walk-in, record billing on individuals accounts, straightening up shelves and products for customer appeal, finally try and learn basic heating/cooling as well as plumbing knowledge to better assist customers and technicians

2.Tax Associate (seasonal) December 2016-April 2017

H&R Block Burlington, IA December 2017-Current

Learn basic tax knowledge to be able to prepare a tax return properly for review by IRS as well as states of Iowa/Illinois, communication skills to interview and have most accurate information to file a return, simple math concepts and understanding of why numbers are inputted into format along with where numbers belong within that format, ability to adapt to unique returns per individual client and keep their information confidential

3.Housekeeper/Scheduler March 2014-September 2017

Danville Care Center Danville, IA

Follow cleaning schedule, adhere to MSDS regulations, and abide by resident’s wishes with their belongings, create schedule for department

4.Assistant Manager Position/Supervisor/Sales Associate July 2010-October 2013

Peebles Mt Pleasant, IA

Manager Highlights: assisted manager in sale changes per corporate directives, motivated associates to achieve corporate goals, and ensured registers/safe money were always correct

Customer Service Highlights: supported customers with needs or wants, used POS system for ringing up sales, and met corporate goals in sales as well as accounts opened

5.Childcare Associate March 2007-August 2011

TJB Inc., Little Angels Childcare Center Burlington, IA

Assisted in care of children brought to center, answered phone as needed, occasionally took payments at end of day


Tax prep courses/Continuing Education

H&R Block

September 2016-December 2016

September 2017-December 2017

Masters in Business Administration

Colorado Technical University

October 2013-March 2015

Bachelor of Arts

Northwestern College Orange City, IA

August 2002-May 2007

Activities involved in:

Women’s choir, NEA/ISEA member (October 2005-May 2007), tutor elementary students in after school programs, and chaperone 6th grade field trip at local school

HS Diploma

West Burlington Arnold Jr. /Sr. High West Burlington, IA

August 1998-June 2002

Activities involved in:

Band (marching, pep, concert, solo contest ‘98-‘02), Color Guard (‘99 & ‘01), Choir (concert ‘98-’02, show ‘00-’02), Volleyball (‘98-’01), Softball (‘99), Basketball cheer-leading (‘00 & ‘02), Wrestling cheer-leading (‘01), Plays/Musicals (‘00-’02)

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