Katie Stone
Summary
Detail-oriented professional with strong communication skills. Experienced in enhancing customer engagement and streamlining processes to drive satisfaction and retention.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Vet4U, LLC
Clay
02.2025 - 05.2026
- Answered phones and emails, provided accurate information or redirected inquiries to appropriate staff members.
- Created physical filing systems to ensure easy retrieval of important documents for retention purposes.
- Processed customer and vendor invoices quickly and efficiently.
- Assisted staff and visitors with inquiries and resources at the front desk.
Sales and Service Representative
Visions Federal Credit Union
Cicero
07.2022 - 10.2024
- Managed portfolio of current members, enhancing member engagement and retention.
- Identified and pursued cross-selling opportunities for banking products and services, increasing member value.
- Developed and maintained strong relationships with members, fostering loyalty and trust.
- Achieved monthly sales targets by proactively identifying new business opportunities within the assigned member base.
- Assisted members with account opening, closing and maintenance processes while ensuring adherence to bank policies and procedures.
- Assisted members with account opening, closing and maintenance processes while ensuring adherence to bank policies and procedures.d
Office Manager
Onondaga Physical Therapy
Cicero
10.2021 - 07.2022
- Oversaw day to day office operations.
- Processed payments for patients.
- Sorted and distributed mail to the proper departments.
- Managed relationships with patients by scheduling and rescheduling appointments.
Office Manager
Companion Care of Rochester - CCOR
Geneva
02.2020 - 10.2021
- Managed daily office operations and maintained a welcoming environment for patients and caretakers.
- Completion of caretakers timesheets.
- Managed daily office operations.
- Supplied caretakers with necessary items and addressed their inquiries.
Customer Service Representative
BNY Mellon
Westborough
11.2019 - 01.2020
- Assisted clients with inquiries regarding account services and transactions in a fast-paced call center.
- Resolved customer issues through effective communication and problem-solving techniques.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Customer Service Representative
Agawam Medical Supply
Agawam
04.2019 - 09.2019
- Entered data for 30 new patients daily, ensuring accurate and timely patient records.
- Resolved customer issues through effective communication and problem-solving, enhancing customer satisfaction.
- Coordinated with patients, doctor's offices, and insurance companies to locate appropriate durable medical equipment, streamlining the acquisition process.
Relationship Banker
Generations Bank
Auburn
07.2016 - 03.2019
- Provided personalized banking solutions to enhance customer satisfaction and loyalty.
- Conducted account openings and closings to support customer needs efficiently.
- Educated clients on financial products and services to promote informed decisions.
- Analyzed client financial information to recommend appropriate banking options.
- Maintained compliance with bank policies and regulations in all transactions.
Backup Head Teller
M&T Bank
Auburn
03.2011 - 06.2016
- Supervised daily teller operations and ensured compliance with bank policies.
- Trained and mentored new tellers on procedures and customer service standards.
- Managed cash flow and maintained accurate cash drawer balances throughout shifts.
- Promoted bank services to customers, enhancing their banking experience and engagement.
Education
High School Diploma -
Dana L. West High School
Port Byron, NY06-2000
Cayuga Community College
Auburn, NYSkills
- Microsoft Office
- Data entry
- Filing systems
- Invoice processing
- Customer support
- Customer relationship management
- Communication skills
- Conflict resolution
- Time management
- Problem solving
- Team collaboration
- Attention to detail
- Adaptability
- Employee timesheet processing
- Spreadsheets
- Research
- Verbal communication
- Check processing
- Strong problem solver
- Office administration
- Supervising staff
- Data entry documentation
Timeline
Administrative Assistant
Vet4U, LLC
02.2025 - 05.2026
Sales and Service Representative
Visions Federal Credit Union
07.2022 - 10.2024
Office Manager
Onondaga Physical Therapy
10.2021 - 07.2022
Office Manager
Companion Care of Rochester - CCOR
02.2020 - 10.2021
Customer Service Representative
BNY Mellon
11.2019 - 01.2020
Customer Service Representative
Agawam Medical Supply
04.2019 - 09.2019
Relationship Banker
Generations Bank
07.2016 - 03.2019
Backup Head Teller
M&T Bank
03.2011 - 06.2016
High School Diploma -
Dana L. West High School
Cayuga Community College