Stephanie Yurschak
Albany,NY
Summary
Reliable Guest Service and Sales Professional experienced in enhancing customer relations and supporting sales teams. Delivered exceptional service through strong interpersonal and communication skills, consistently exceeding customer expectations. Contributed to team success by adapting to changing needs and demonstrating a commitment to professionalism and integrity.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Sales Assistant
Cetera Financial Group
Albany, NY
06.2025 - Current
- Increased sales by building strong customer relationships and providing excellent service.
- Handled customer inquiries, complaints, and returns professionally, ensuring a positive experience for all clients.
- Processed transactions accurately while maintaining a high level of customer service.
- Assisted customers with prompt and polite support in-person and via telephone.
- Built rapport with repeat customers, fostering long-term loyalty to the brand.
- Established rapport with customers using active listening and interpersonal skills.
- Streamlined appointment scheduling processes, improving client engagement and service delivery.
- Assisted in managing client accounts, ensuring timely communication and support.
- Coordinated training sessions for new staff, fostering a collaborative learning environment.
- Implemented customer feedback system to identify and address areas for improvement.
Bartender
Joe's Grill
Albany, NY
09.2019 - Current
- Crafted signature cocktails and served beverages to enhance guest experiences.
- Served high customer volumes during special events, nights, and weekends.
- Managed simultaneous customer, team, and business needs, ensuring efficient service without delays or errors.
- Trained new staff on menu offerings and efficient service techniques.
- Adhered to state laws regarding alcoholic beverage services and customer regulations.
- Set up bar for operation, obtained cash bank and stocked service bar.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Oversaw closing procedures, including cash reconciliation and equipment maintenance for operational efficiency.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Financial Services Representative
Primerica
Clifton Park, NY
01.2022 - 06.2025
- Analyzed client financial situations to recommend tailored insurance and investment products.
- Developed comprehensive financial strategies that aligned with client goals, increasing overall satisfaction rates.
- Provided personalized financial planning solutions to clients, enhancing their understanding of investment options.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Educated clients on various financial services, fostering informed decision-making and building long-term relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Mentored new representatives, ensuring adherence to compliance standards and best practices in client management.
Education
Bachelor of Arts - Psychology / Economics
University At Albany
Albany, NYSkills
- Policy and Procedure Adherence
- Product Recommendations
- Time Management
- POS System Operation
- Cash Handling
- Problem-Solving
- Customer Service
- Teamwork and Collaboration
- Friendly and Outgoing
- Retail Store Operations
- Goal Oriented
- Relationship Building
- Task Prioritization
- Team Support and Assistance
Certification
Life Insurance
Series 6
Series 63
Series 65
Timeline
Sales Assistant
Cetera Financial Group
06.2025 - Current
Financial Services Representative
Primerica
01.2022 - 06.2025
Bartender
Joe's Grill
09.2019 - Current
Bachelor of Arts - Psychology / Economics
University At Albany