Kelly Patterson
Mansfield,TX
Summary
Experienced professional with strong organizational and planning skills, adept at providing exceptional customer service and building relationships. Proven track record in educational settings and financial advising, with expertise in multitasking and problem-solving. Seeking to leverage skills in a new role focused on client engagement and development. Seasoned Advisor with background in providing strategic guidance and solutions. Known for strong problem-solving skills, decision-making abilities, and effective communication. Demonstrated history of advising clients on optimizing business processes and improving overall performance. Committed to making a significant impact by helping organizations meet their goals and objectives through insightful advisement.
Overview
9
9
years of professional experience
Work History
Texas Work Advisor II
Texas Health and Human Services
Dallas, TX
06.2023 - Current
- Implemented best practices in customer service while responding promptly to inquiries from current and potential customers.
- Provided comprehensive financial advice to clients, demonstrating strong knowledge of investment products and services.
- Identified areas for improvement in clients' financial plans, proposing new strategies and investments to maximize returns.
- Processing Applications
- Performed administrative tasks such as data entry, filing paperwork, and preparing correspondence.
- Exceeded client expectations through exceptional service and personalized attention.
- Face to Face Interaction Interview
- Multitasking computer monitors
Preschool Assistant Teacher
Trinity Christian Preschool
08.2021 - 01.2023
- Developed strong relationships with children and their families while providing a safe, nurturing environment.
- Taught children with creative approaches, methods, and techniques.
- Collaborated with teachers, parents and administrators to facilitate positive outcomes for students.
- Modeled positive behavior and communication skills for students.
- Kept classrooms and play areas tidy and well-organized for safety.
- Ensured that the classroom was prepared for daily activities by setting up materials and equipment.
- Assisted lead teacher with creating and implementing lesson plans.
Waitress
Overeasy
08.2019 - 04.2021
- Maintained cleanliness of work area throughout shift for optimal hygiene standards.
- Ensured that all orders were served promptly according to established guidelines.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Greeted new customers, discussed specials, and took drink orders.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Assisted other team members in setting up dining areas prior to opening the restaurant.
- Followed company policies and procedures while performing job duties.
Customer Service Representative/Cashier Team Lead
Target
08.2016 - 08.2019
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Handled customer complaints and inquiries in a courteous and efficient manner.
- Helped customers navigate applications and in-store technology to deliver best-in-class experiences.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Processed refunds and exchanges in accordance with company policy.
- Maintained current knowledge of store promotions and highlighted sales to customers.
Education
High School -
Horn High School
Mesquite, TX05.2015
Childhood Education
Cedar Valley College
Lancaster, TXSkills
- Organizational and Planning Skills
- Educational Settings
- Communicating with Parents and Teachers
- Student Engagement and Development
- Customer Service Skills
- Cash Handling Skills
- 10 Key
- Clerical Skills
- Excel
- Customer service
- Data entry
- Application processing
- Client relationship management
- Empathy and understanding
Timeline
Texas Work Advisor II
Texas Health and Human Services
06.2023 - Current
Preschool Assistant Teacher
Trinity Christian Preschool
08.2021 - 01.2023
Waitress
Overeasy
08.2019 - 04.2021
Customer Service Representative/Cashier Team Lead
Target
08.2016 - 08.2019
High School -
Horn High School
Childhood Education
Cedar Valley College