Kimberly Taylor
Whiteland ,IN
Overview
23
23
years of professional experience
1
1
Certification
Work History
Store Manager -
Natura Wellness
Franklin, IN
07.2020 - 07.2023
- Assistant to Naturopathic Doctor, operated AO health scanner on clients, used multiple software programs and reviewed reports.
- Scheduled clients and booked appointments.
- Ran the retail side of business and handled POS transactions.
- Balanced sales and reconciled cash to facilitate opening and closing duties.
- Maintained updated knowledge through continuing education, attaining certifications, heath seminars and training.
- Formed and sustained client relationships by actively listening to concerns and complaints then discussing health goals.
- Monitored store inventory, placed orders for products, supplements and merchandise to keep quantities well-stocked.
Chiropractic Assistant -
Storm Chiropractic
Greenwood, IN
01.2020 - 07.2020
- Monitored appointment schedules throughout the day to ensure proper flow of operations.
- Maintained patient records and updated information in the electronic health record system.
- Greeted patients, verified insurance and collected co-payments.
- Determined patients' insurance coverage by notifying carriers and submitted invoices after services had been performed.
- Performed electric muscle stimulation and mechanical traction therapies on patients under doctor supervision.
- Educated patients about chiropractic care to help achieve health goals.
Client Service Representative -
Charles Schwab
Indianapolis, IN
09.2009 - 12.2017
- Responded promptly to customer inquiries via phone, email, and other communication channels.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Provided accurate information regarding products and services.
- Performed administrative duties.
- Served as a liaison between brokers, financial consultants, clients and internal teams regarding account issues.
- Coordinated with internal departments to ensure timely completion of tasks.
- Monitored market trends and competitor activities to identify business opportunities.
- Reviewed statements, records and other documents to obtain cost basis information.
- Adhered to strict compliance policies while executing daily tasks.
- Maintained a detailed knowledge of all products and services offered by the company.
Personal Banker -
Fifth Third Bank
Indianapolis, IN
05.2000 - 06.2007
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions or needs.
- Conducted account openings and closings for customers.
- Cross-sold banking products such as credit cards, loans and investment accounts.
- Processed loan and credit card applications according to established guidelines.
- Built strong rapport with new and existing customers to better serve financial needs and promote branch loyalty.
- Followed operational standards, policy, procedure, security, and compliance to mitigate fraud and unnecessary risk.
- Onboarding and training of CSR's.
Education
Certified Natural Health Professional -
Trinity School of Natural Health
Warsaw, IN09-2023
Some College (No Degree) - Spanish - Education
Indiana University - Purdue University Indianapolis
IN05-2004
Associate of General Technical Studies -
Ivy Tech Community College of Indiana
Indianapolis, IN05-2002
High School Diploma -
Franklin Central High School
Indianapolis, IN05-1999
Skills
- Customer Service
- Sales Professional
- Operations and Risk Management
- POS Systems
- Database proficiency
- Cash Management
- Friendly, Outgoing and Positive
- Multitasking and Organization
- Building Client Relationships
- Policies and Procedures
- Training and Mentoring
- Outstanding Communication
- Work Planning and Prioritization
- Problem-Solving
- Team Leader
- High Emotional Intelligence
- Culturally competent
- Articulate
Certification
- CPR, AED & First Aid Certified
- Certified Emotion Code Practitioner
- CNHP
Accomplishments
- Employee of the Month April 2020
- Schwab Key Contributor Award 2015, 2016
- CSR Perfect Balancing Award 2003, 2004, 2005
Affiliations
- I have a goal to learn and grow each day. In my spare time I study Spanish, Natural Health, the Healing Arts and spend any free time I can outdoors. Love yoga, dancing, roller skating and have be bitten by the travel bug.
References
References available upon request.
Timeline
Store Manager -
Natura Wellness
07.2020 - 07.2023
Chiropractic Assistant -
Storm Chiropractic
01.2020 - 07.2020
Client Service Representative -
Charles Schwab
09.2009 - 12.2017
Personal Banker -
Fifth Third Bank
05.2000 - 06.2007
Certified Natural Health Professional -
Trinity School of Natural Health
Some College (No Degree) - Spanish - Education
Indiana University - Purdue University Indianapolis
Associate of General Technical Studies -
Ivy Tech Community College of Indiana
High School Diploma -
Franklin Central High School
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