Katie Penner

- Delivered client service by managing client communications, scheduling appointments, and promptly addressing inquiries to build long-term relationships.

- Supported Financial Advisor by processing client transactions, preparing account documentation, and ensuring accuracy in all financial records.

- Assisted with onboarding new clients by preparing forms, opening accounts, and verifying documentation for accuracy and completeness.

- Collaborated with the branch team to support marketing initiatives, organize client events, and assist with community engagement activities.

• Trained and mentored new baristas on techniques and business standards.
• Developed and maintained positive customer relationships to enhance loyalty and satisfaction.
• Analyzed customer feedback for continuous improvement of service quality and offerings.
• Developed strong relationships with regular customers, fostering loyalty through personalized attention and product recommendations.
• Oversaw cash handling responsibilities, including processing transactions and reconciling the register at close.

• Assisted customers with product selection and inquiries to enhance shopping experience.
• Processed sales transactions accurately using point-of-sale systems for efficient checkout.
• Collaborated with team members to achieve daily sales targets and improve store performance.
• Created and shared social media content to promote new arrivals, sales, and events, increasing customer engagement and foot traffic.