Kyli Steffon
Denton
Summary
As a Financial Service Professional at Canyon View Credit Union, adept at relationship management and financial planning. Skilled in cash flow management, I consistently identify cost-saving opportunities, enhancing client satisfaction and driving referrals. Known for a friendly demeanor and effective problem-solving abilities, I thrive in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Financial Service Professional
Canyon View Credit Union
Cottonwood Heights, UT
12.2024 - 07.2026
- Developed comprehensive financial plans tailored to members' needs and goals.
- Analyzed member accounts to identify opportunities for cost savings and investment growth.
- Collaborated with team members to grow and provide Best in class service and solutions
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
Shift Leader
Marty B's Ice Cream
Bartonville, TX
04.2024 - 10.2024
- Supervised daily operations to ensure high-quality customer service and product standards.
- Trained and mentored new staff on company policies and operational procedures.
- Managed inventory levels, ensuring adequate stock of ingredients and supplies.
- I maintained an active line of communication between managers to ensure procedures are consistent.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
Barista/ Bartender
Marty B's Coffee
Bartonville, TX
07.2022 - 10.2024
- Prepared high-quality beverages consistently, adhering to company standards.
- Trained new baristas on equipment operation and customer service protocols.
- Provided exceptional customer service, resolving issues promptly to enhance customer satisfaction.
- Collaborated with team members to improve workflow efficiency during peak hours.
Hostess/ Togo
Marty B's
Bartonville, TX
10.2020 - 03.2023
- Managed dining room, optimizing table turnover and guest flow.
- Trained new staff on service standards and customer interaction protocols.
- Collaborated with kitchen and wait staff to coordinate timely meal service.
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
- I prepare and package orders. Occasionally working on the expo line, managing orders, and ensuring accuracy and quality was amazing
Front of House Employee
Chick-fil-A
O'Fallon, MO
11.2019 - 05.2020
- Maintained cleanliness and organization of dining and front counter areas to enhance guest experience.
- Adapted quickly to changing tasks and priorities while maintaining a positive attitude in fast-paced environment.
- Operated POS systems efficiently to process orders and handle transactions accurately.
- Assisted team members in managing high-volume rush periods, ensuring timely service delivery.
Education
Associate of Applied Science - Pre-Health Sciences
North Central Texas College
Gainesville, TX05-2027
Skills
- Hospitality
- Cash flow management
- Sales and marketing
- Debt management
- Relationship management
- Financial services
- Friendly and outgoing
- Time management
- Problem-solving
Timeline
Financial Service Professional
Canyon View Credit Union
12.2024 - 07.2026
Shift Leader
Marty B's Ice Cream
04.2024 - 10.2024
Barista/ Bartender
Marty B's Coffee
07.2022 - 10.2024
Hostess/ Togo
Marty B's
10.2020 - 03.2023
Front of House Employee
Chick-fil-A
11.2019 - 05.2020
Associate of Applied Science - Pre-Health Sciences
North Central Texas College