Katelyn G. Pfeifer
Latrobe,PA
Summary
Professional with robust background in client services. Demonstrates strong skills in managing client relationships, resolving issues efficiently, and delivering high-impact results. Known for effective team collaboration and adaptability to changing needs. Possesses excellent communication, problem-solving, and organizational skills, ensuring smooth operations and client satisfaction.
Overview
15
15
years of professional experience
Work History
Client Service Associate
S&T Bank
01.2023 - Current
- Facilitate onboarding for new clients by ensuring dashboards collect relevant personal and financial data.
- Manage document collection for account transfers to Schwab and track accurate cost basis transfer.
- Collaborate with operations team to monitor account transfer status.
- Perform proactive quarterly check-ins for all clients to strengthen relationships.
- Review advisor-client communication history for consistent outreach efforts.
- Anticipate client needs and respond to inquiries via Intercom and internal support channels.
- Prepare for meetings by reviewing prospect dashboards and confirming tool functionality.
- Post-meeting, add Salesforce notes, input tasks, and schedule next meetings.
- Send agreements when prospects proceed and manage asset transfer processes efficiently.
- Coordinate with investment ops to implement asset allocation recommendations.
- Triaging Dashboard issues, escalating technical problems, and cataloging client feedback for product improvements.
- Maintain strong client relationships through thoughtful communication and problem-solving.
Administrative Services Specialist
S&T Bank
09.2022 - 01.2024
- Support departmental administration through various administrative tasks.
- Interact professionally with management, employees, and Trust customers.
- Prepare and distribute correspondence including letters, memos, and reports.
- Handle scheduling, meeting arrangements, phone calls, and departmental files.
- Coordinate with Bank marketing for documents and promotional materials.
- Manage conference activities like registration, travel, hotel bookings, and material shipping.
- Assist in preparing client meeting materials.
- Take and distribute minutes for internal meetings.
- Process essential documents including client contracts and Investment Policy Statements.
- Screen and distribute mail and internal communication.
- Control department equipment distribution and maintain logs.
- Develop databases for tracking special events.
- Oversee Trust invoice system including processing invoices and reporting expenses.
- Operate PC equipment for information processing and report preparation.
- Maintain supply inventories as assigned.
Personal banker
S&T Bank
07.2019 - 09.2022
- Exceptional customer service delivery on teller line, meeting sales and branch goals.
- Efficient operation of customer service window using computer systems and product knowledge.
- Fraud prevention by verifying balances, placing holds, documenting ID.
- Transaction processing: deposits, withdrawals, loan payments.
- Daily cash balancing, ATM settlement, vault assistance.
- Customer profiling to recommend S&T products; use of sales tools for enhanced experience.
- Completion of sales process with documented customer interaction notes.
- CARE certified within 6 months.
Macy’s Inc
03.2017 - 07.2018
- As a Sales Supervisor, I drove sales for in partnership with my Sales Manager. Responsibilities include, assisting in the selling process; driving customer service through coaching and monitoring selling behaviors; reviewing reports and identify deficient areas; teaching product knowledge and communicating policies and procedures.
Appache Helicopter Mechanic
PA Army National Guard
Johnstown, PA
09.2010 - 09.2016
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Ability to learn quickly and adapt to new situations.
- Improved aircraft reliability by conducting thorough inspections and identifying potential issues in Apache helicopters.
- Maintained accurate documentation of all performed maintenance activities, complying with regulatory requirements.
- Ensured strict compliance with military regulations by monitoring the completion of required inspections on Apache helicopters.
- Collaborated with a team of mechanics to complete major overhauls on Apache helicopters, increasing their lifespan.
- Followed safety procedures while analyzing issues and working on aircraft.
- Logged maintenance notes regarding status of aircraft repairs.
Education
Associates - Business Administration And Management
Westmoreland Community College
New Stanton, PAGeneral Studies
Greensburg Salam
Greensburg, PA06.2009
Skills
- Professionalism and etiquette
- Troubleshooting
- Client rapport
- CRM software usage
- Data entry proficiency
- Empathy and patience
Timeline
Client Service Associate
S&T Bank
01.2023 - Current
Administrative Services Specialist
S&T Bank
09.2022 - 01.2024
Personal banker
S&T Bank
07.2019 - 09.2022
Macy’s Inc
03.2017 - 07.2018
Appache Helicopter Mechanic
PA Army National Guard
09.2010 - 09.2016
Associates - Business Administration And Management
Westmoreland Community College
General Studies
Greensburg Salam