Kaylynn Whalen
Fort Worth
Summary
Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.
Overview
7
7
years of professional experience
Work History
Tax Consultant
RNA Financial Services
Fort Worth
01.2024 - Current
- Reviewed client financial documents for accuracy and completeness.
- Advised clients on tax-saving strategies and best practices.
- Collaborated with team members to address complex tax issues.
Receptionist
Ophthalmology Associates
Fort Worth
07.2018 - Current
- Scheduled appointments and managed patient records in electronic health systems.
- Coordinated with medical staff to ensure seamless patient flow throughout the clinic.
- Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
Merchandise Associate
Sam's Club
Fort Worth
05.2023 - 06.2024
- Organized merchandise displays to enhance product visibility and customer engagement.
- Assisted customers with merchandise inquiries and product location within the store.
- Maintained cleanliness and orderliness of sales floor and stockroom areas.
Sales Associate
Sales Associates
Fort Worth
02.2020 - 06.2023
- Assisted customers in product selection and provided detailed product information.
- Maintained accurate inventory levels through regular stock checks and organization.
- Processed customer transactions efficiently using point-of-sale systems.
Education
High School Diploma -
Western Hills
Fort Worth 06-2017
Skills
- Team collaboration
- Problem solving
- Client relations
- Critical thinking
- Data entry
- Payment processing
Timeline
Tax Consultant
RNA Financial Services
01.2024 - Current
Merchandise Associate
Sam's Club
05.2023 - 06.2024
Sales Associate
Sales Associates
02.2020 - 06.2023
Receptionist
Ophthalmology Associates
07.2018 - Current
High School Diploma -
Western Hills
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