Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katherine Phelps

Mooresville,NC

Summary

Accomplished Sales Consultant with a proven track record of exceeding sales targets, as evidenced by achieving personal sales of $600,000 at Saks Fifth Avenue. Skilled in customer service and problem-solving, adept at developing long-lasting client relationships and enhancing customer satisfaction. Demonstrates exceptional teamwork and collaboration, with a history of supporting financial advisors at Credit Suisse International Wealth Management.

Overview

20
20
years of professional experience

Work History

Retail Sales Associate

Sweet Grass Home Gifts
08.2022 - Current
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
  • Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.

Sales Assistant

Credit Suisse International Wealth Management
01.2006 - 04.2008
  • Supported advisers by serving as key communicator of issues/opportunities specific to each customer's financial portfolio
  • Established trust based relationship with clients by addressing all concerns in a timely and factual manner
  • Series 7 & 63 Licensed



Sales Consultant

Saks Fifth Avenue
03.2005 - 03.2005
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Provided sales and customer service assistance to walk-in traffic
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Achieved personal sales of $500,000 (2003) and sales of $600,000 (2004 & 2005)


Education

Bachelor of Science - Major: Psychology, Minor: Business Admin

Birmingham Southern College
Birmingham, AL
05-2000

Skills

  • Customer service
  • Teamwork
  • Problem-solving
  • Teamwork and collaboration
  • Customer assistance
  • Cash handling
  • Customer engagement

Timeline

Retail Sales Associate

Sweet Grass Home Gifts
08.2022 - Current

Sales Assistant

Credit Suisse International Wealth Management
01.2006 - 04.2008

Sales Consultant

Saks Fifth Avenue
03.2005 - 03.2005

Bachelor of Science - Major: Psychology, Minor: Business Admin

Birmingham Southern College
Katherine Phelps