Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katelyn Black

Queens,New York

Summary

Well-versed in the field of customer service, retail sales, finance & travel. Experienced in providing top-tier service, resolving complex issues and fostering positive relationships with clients. Strengths include strong verbal communication, problem-solving skills and ability to maintain composure under pressure. Made significant impact in previous roles by improving client satisfaction and retention rates.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Member Service Representative

Crunch Fitness
Jamaica, New York
05.2024 - Current
  • Greeted customers in a friendly and professional manner.
  • Provided support to members regarding account inquiries, processing transactions, and resolving issues.
  • Assisted with the opening of new accounts and processed account maintenance requests.
  • Answered incoming calls regarding membership benefits and services.
  • Handled customer complaints in an efficient and courteous manner.
  • Adhered to all applicable policies, procedures, regulations, and laws.
  • Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.

District Leader

Primerica
Rosedale, New York
02.2019 - 06.2024
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Provided advice on tax-advantaged investment opportunities.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.

Corporate Travel Coordinator

RichHaven Talks
New York, New York
03.2022 - 03.2024
  • Assisted corporate travelers in making flight and hotel reservations.
  • Organized and managed travel itineraries for employees.
  • Coordinated with vendors to negotiate rates for airfare, hotels, and car rentals.
  • Developed cost-saving strategies for corporate travel plans.
  • Ensured compliance with company travel policies and regulations.
  • Created expense reports for each traveler's trip.
  • Processed payments for all related travel expenses.
  • Prepared detailed briefings on destination information prior to employee departures.
  • Maintained records of all business trips taken by employees including flight times, hotel accommodations, rental cars.
  • Responded promptly to inquiries from internal staff regarding airline ticketing issues or other changes in their itinerary.
  • Monitored global events that could impact travel plans and proactively communicated potential risks or delays to affected travelers.
  • Provided timely updates on any changes in schedule or budget constraints during a trip.
  • Took payments via credit and debit cards and handled sensitive information with professionalism and discretion.

Virtual Executive Assistant

Bhaddie Exclusive Entertainment
Queens, New York
01.2021 - 01.2024
  • Organized travel arrangements, including flights, accommodations, ground transportation and restaurants reservations.
  • Managed multiple calendars for executives and ensured all deadlines were met.
  • Prepared expense reports and tracked departmental budgeting.
  • Assisted in developing presentations, documents, spreadsheets and other materials as needed.
  • Conducted research projects for executive decision-making purposes.
  • Developed customized travel plans to meet customer needs and preferences.
  • Assisted customers in making changes to existing itineraries or canceling trips.
  • Responded promptly to customer inquiries via phone, email or in-person contact.

Specialist

Apple
Brooklyn, New York
05.2023 - 07.2023
  • Provided accurate information about products, prices and services.
  • Processed transactions using a point-of-sale system.
  • Built relationships with customers to encourage repeat business.
  • Organized stockroom shelves according to size, color or style.
  • Upsold additional items based on customer interests and needs.
  • Handled customer complaints in a professional manner.
  • Tracked sales performance metrics to identify trends in the market place.
  • Maintained cleanliness of store environment including floors, windows, displays.

Branch Ambassador

Capital One
Valley Stream, New York
11.2021 - 07.2023
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Balanced cash drawers on a daily basis.
  • Provided exceptional customer service while accurately processing routine transactions.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Processed wire transfers for customers both domestically and internationally.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Followed up on requests from customers in a timely manner.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Analyzed customer's financial information to determine the best banking products for them.
  • Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
  • Participated in community outreach events to promote awareness of the bank's services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.

Education

High School Diploma -

Queens Metropolitan High School
Rego Park, NY
06-2016

Skills

  • Member retention
  • Membership renewals
  • Issue Resolution
  • Product Sales
  • Service Upselling
  • Service Recommendations
  • Travel Arrangements
  • Executive Travel
  • Hotel Accommodations
  • Documentation preparation
  • Administrative tasks
  • Social Media
  • Exceptional customer service
  • Expense Monitoring

Certification

  • Life Insurance Licensed
  • Intuit Bookkeeping Certification
  • First Aid/CPR

Timeline

Member Service Representative

Crunch Fitness
05.2024 - Current

Specialist

Apple
05.2023 - 07.2023

Corporate Travel Coordinator

RichHaven Talks
03.2022 - 03.2024

Branch Ambassador

Capital One
11.2021 - 07.2023

Virtual Executive Assistant

Bhaddie Exclusive Entertainment
01.2021 - 01.2024

District Leader

Primerica
02.2019 - 06.2024

High School Diploma -

Queens Metropolitan High School

Similar Profiles

CREATE PROFILE
Katelyn Black