Katy Kline
*** ***** **** ***** ****, NC *****
********@*****.***
Objective
To obtain a part-time position that celebrates my customer-oriented focus, attention to detail and sales experience. I wish to bring my outgoing personality and customer focus to a small business that is searching for someone that can multitask.
Experience
Wine Consultant
The Wine Merchant, Cary, NC
December 2010 –Present
Customer service oriented position in a fast-paced wine environment. Process sales invoices, check out customers using a POS system, price wine and organize and manage wine tastings several times per year.
Work closely with management to verify supplies are in stock for tasting events on and offsite.
Perform tasting events off site for various charity projects and outreach.
Work closely with PNC Bank for bank deposits, change orders and other various bank related tasks as needed.
Open/Close duties including Sunday opening/closing duties as needed.
Maintain a relationship with distributors, retail consultants within the store and organize various customer oriented activities.
Executive Administrative Assistant
Penn Mutual/Navigon Financial Durham, NC
Lincoln Financial, Raleigh, NC
2001 – 2009
Order supplies, provide support to financial advisors, answer client questions as it relates to their financial portfolios, Excel and Microsoft Word presentations for client meetings.
Prepare the office and financial advisors for audits annually by updating client files, batch mailings and financial advisors preparations.
Attend annual and bi-annual meetings for continued education and office management.
Process new applications at the financial Representatives request while checking for errors and missing information.
Skills Required: Customer service, attention to detail, Microsoft Word and Excel at a moderate level and perform detailed tasks relating to client files.
Interests
Customer oriented in every aspect of my life. I love getting to know new people and helping in any way I can as well as providing an outstanding customer experience.
References
References are available on request.