Customer Service Financial Advisor
Resume:
Victoria Stutzman
Muir, PA *****
*****.********@*****.***
Work Experience
Financial Advisor
Empire Beauty Schools-Pottsville, PA
March 2025 to Present
• Provided comprehensive financial planning and investment advice to clients, tailoring strategies to meet their individual goals and risk tolerance
• Built and maintained strong client relationships through regular communication, meetings, and reviews of financial plans
• Analyzed clients' financial situations, including income, expenses, assets, liabilities, and tax status to develop personalized recommendations
• Assisted clients in setting realistic financial goals by evaluating their current financial situation and future needs
• Developed comprehensive financial plans for clients, analyzing their current financial situation and identifying areas for improvement
• Provided personalized investment advice to clients based on their risk tolerance, time horizon, and financial goals
• Managed client portfolios, monitoring performance and making adjustments as necessary to ensure optimal returns
• Conducted in-depth research on various investment options including stocks, bonds, mutual funds, and real estate investments
• Maintained strong relationships with existing clients through regular communication and proactive service delivery
• Onboarded new clients by conducting initial consultations to understand their financial goals and objectives
Cahier/Customer Service
Tractor Supply-Elizabethville, PA
December 2024 to Present
• Provided exceptional customer service by greeting and assisting customers with their purchases
• Efficiently processed cash, credit, and debit transactions using a point-of-sale (POS) system
• Maintained accurate cash drawer balance and reconciled discrepancies at the end of each shift
• Assisted customers in locating products within the store, answering questions about pricing and availability
• Handled customer returns and exchanges according to company policies, ensuring customer satisfaction
• Resolved customer complaints or issues promptly and effectively, escalating to management when necessary
• Managed high-volume checkout lanes during peak hours while maintaining accuracy and efficiency
• Demonstrated strong attention to detail in verifying prices, weighing produce items, and applying discounts accurately
• Collaborated with team members to ensure smooth operations at the front-end of the store
• Assisted in training new cashiers on proper procedures for handling transactions and providing excellent customer service
• Implemented strategies to improve checkout process efficiency, reducing wait times by XX%
• Maintained knowledge of current promotions, sales events, and product features to upsell additional items at the register
• Ensured cleanliness of checkout area by regularly sanitizing equipment such as conveyor belts and payment terminals
Starbucks Barista
Starbucks-Hershey, PA
May 2024 to October 2024
• Provided exceptional customer service by taking and preparing customized drink orders according to Starbucks standards
• Consistently maintained a clean and organized work environment, ensuring compliance with health and safety regulations
• Efficiently operated espresso machines, blenders, and other equipment to prepare high-quality beverages in a fast-paced setting
• Demonstrated strong knowledge of Starbucks menu items, ingredients, and preparation methods to assist customers with their selections
• Collaborated with team members to ensure smooth workflow during peak hours, contributing to overall customer satisfaction
• Managed cash transactions accurately and efficiently while upholding cash handling procedures
• Adhered to company policies and procedures regarding food handling, sanitation, and quality control at all times
• Participated in ongoing training sessions to stay updated on new products, promotions, and company initiatives
• Maintained inventory levels by restocking supplies as needed and communicating inventory needs to management
Production Worker
MI Windows and Doors-Gratz, PA
July 2023 to October 2023
• Assemble and prepare goods for shipment
• Complete quality assurance testing on goods and products
• Maintain proper storage for material and product inventory in warehouses
• Organize inventory in an easy-to-access process
• Move materials or completed products and packages to established locations
• Monitor the efficiency of the production line to ensure timely load and shipment Cashier/Customer Service
BG's Value Market-Millersburg, PA
March 2023 to June 2023
• Manage transactions with customers using cash registers
• Scan goods and ensure pricing is accurate
• Collect payments whether in cash or credit
• Issue receipts, refunds, change or tickets
• Redeem stamps and coupons
• Cross-sell products and introduce new ones
• Resolve customer complaints, guide them and provide relevant information
• Greet customers when entering or leaving the store
• Maintain clean and tidy checkout areas
• Track transactions on balance sheets and report any discrepancies
• Bag, box or gift-wrap packages
• Handle merchandise returns and exchanges
Server/Hostess
Max's Sports Bar-Millersburg, PA
February 2022 to May 2023
• Prepare restaurant tables with special attention to sanitation and order
• Attend to customers upon entrance
• Present restaurant menus and help customers select food/beverages
• Take and serve orders
• Answer questions or make recommendations for complementary products
• Collaborate with other restaurant servers and kitchen/bar staff
• Deal with complaints or problems with a positive attitude
• Issue bills and accept payment
Hostess/Busser
Swing's-Millersburg, PA
October 2021 to May 2022
• Welcome guests to the venue
• Provide accurate wait times and monitor waiting lists
• Manage reservations
• Escort customers to assigned dining or bar areas
• Provide menus and announce Waiter/Waitress’s name
• Greet customers upon their departure
• Coordinate with wait staff about available seating options
• Maintain a clean reception area
• Cater to guests who require extra attention (e.g. children, elderly)
• Answer incoming calls and address customers’ queries
• Assist wait staff as needed
Education
None
Millersburg Area Shs-Millersburg, PA
August 2019 to June 2023
Skills
• Microsoft Outlook
• Analysis skills
• Time management
• Basic Math
• Customer Service (3 years)
• Computer Skills (3 years)
• Cash register
• Organizational skills
• Restaurant Experience
• Phone etiquette (4 years)
• Serving
• Attention To Details
• Front desk
• Microsoft Word
• Office experience
• Work ethic
• Typing
• Microsoft Excel
• Financial services
• Communication Skills (3 years)
• English
• Clerical experience
• Business Awareness
• Microsoft Office
• Excel
• Cash handling
Certifications and Licenses
Driver's License
August 2021 to Present
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