SHANNA KAY PHANG
New Haven,CT
Summary
Dedicated professional with a diverse background in office administration and customer service. Expertise in cash handling, maintaining confidentiality, and delivering effective solutions in fast-paced environments. Strong communication and organizational skills enhance team collaboration and operational efficiency.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Member Service Representative
Connex Credit Union
North Haven, CT
08.2026 - Current
- Informed members about credit union products and services, enhancing their understanding and engagement.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Collaborated with team members to enhance customer service strategies.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Maintained filing systems for easy document retrieval and organization.
Sales Associate
Yale University Bookstore
New Haven, CT
01.2024 - 08.2026
- Delivered accurate product, pricing, and service information to enhance customer satisfaction.
- Processed transactions accurately using point-of-sale systems and cash handling procedures.
- Provided prompt phone support, answering product, store hours, and order questions with professionalism.
- Trained new staff on operational procedures and customer service standards to ensure consistent service delivery.
- Followed company initiatives to ensure compliance and alignment with organizational goals. and achieved established goal.
H&R Block — Seasonal Tax Preparer
North Haven, CT
North Haven, CT
10.2025 - 04.2026
- Prepared individual and business tax returns accurately and efficiently.
- Assisted clients in understanding their tax obligations and benefits.
- Maintained confidentiality of sensitive data in accordance with company policies.
- Maintained organized records of client files and documentation securely.
- Answered phones to direct callers, schedule appointments, and provide general office information.
Customer Service Representative
Pinnacle Executive Group Inc
Hamden, CT
05.2022 - 08.2023
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Managed customer inquiries through phone and email communication.
- Educated customers on products and services to enhance user experience.
- Resolved product issues by coordinating with internal teams effectively.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
Education
Bachelor of Science - Business Administration,Accounting
Southern Connecticut State University
New Haven, CT05-2028
Associate of Science - Accounting
Gateway Community College
New Haven, CT05-2026
Skills
- Cash handling
- Customer service excellence
- Client Confidentiality
- Office Administration
- Microsoft Office
- QuickBooks
- Problem-solving skills
- Time management
Certification
- Connecticut Tax Preparer License, Licensed Tax Preparer - State of CT, Issued by IRS
Timeline
Member Service Representative
Connex Credit Union
08.2026 - Current
H&R Block — Seasonal Tax Preparer
North Haven, CT
10.2025 - 04.2026
Sales Associate
Yale University Bookstore
01.2024 - 08.2026
Customer Service Representative
Pinnacle Executive Group Inc
05.2022 - 08.2023
Bachelor of Science - Business Administration,Accounting
Southern Connecticut State University
Associate of Science - Accounting
Gateway Community College