Summary
Overview
Work History
Education
Skills
Music. Yoga. Fitness.Health.Reading. Writing. Travel. Cooking.
Timeline
Generic

Natalie Koretz-Price

Pukete Hamilton,WKO

Summary

Personable customer care specialist bringing excellent skills in oral and written communication, active listening and analytical problem-solving, and the ability to address diverse needs. Enhances customer experiences by employing service-oriented behaviours, understanding customer desires and providing customized solutions to build loyalty.

Overview

19
19
years of professional experience

Work History

Business Owner/Operator

Coffee Haven
05.2022 - Current
  • Oversaw end-to-end business processes to maintain proficiency and profitability.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Fostered CRM initiatives by promoting environment of interpersonal communication and customer service.
  • Served food and beverages promptly with focused attention to customer needs.
  • Cultivated warm relationships with regular customers.
  • Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
  • Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.

Financial Advisor/Business Owner/Operator

New Zealand Home Loans Hamilton City
Hamilton
03.2015 - 03.2022
  • Oversaw end-to-end business processes to maintain proficiency and profitability.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Provided financial advice for mortgage and insurance solutions.
  • Provided client support and service.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Fostered CRM initiatives by promoting environment of interpersonal communication and customer service.
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.

Personal Assistant to the Owner

New Zealand Home Loans Hamilton Central
11.2010 - 03.2015
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Maintained appropriate filing of personal and professional documentation.
  • Kept detailed track of household and maintenance inventory and schedules.
  • Displayed absolute discretion at handling confidential information.
  • Sourced and ordered office equipment and supplies.
  • Organized and attended meetings and compiled related documents and reports.
  • Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
  • Attended meetings, took notes and tracked action items.
  • Used discretion when handling confidential information.
  • Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
  • Provided multifaceted services to professionals by managing mail, scheduling appointments and other administrative tasks.

Weight Loss Coach

Jenny Craig
09.2009 - 10.2010
  • Led enrollment calls to book appointments in scheduling system with prospects.
  • Met with clients individually to discuss weight loss, nutrition and lifestyle changes.
  • Documented client needs, desires and problems to build rapport and identify areas needing support.
  • Counselled and coached clients during visits to offer solutions and support.
  • Sold weight loss program and supplements tailored to client weight loss needs.
  • Followed up with clients to answer questions and close sales.
  • Maintained communication with existing clients with food suggestions, new habit recommendations and lifestyle changes.

Retail Sales Assistant

Freedom Furniture
05.2008 - 08.2009
  • Greeted customers and helped with product questions, selections, and purchases.
  • Used POS system to process sales, returns, online orders, and gift card activations.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Developed professional relationships with customers to increase loyalty, retention and rapport.
  • Managed cash register after end of shift to balance and record accurate transactions.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Utilized upselling techniques to promote additional products and increase sales.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Balanced and organized cash register by handling cash, counting change, and storing coupons.
  • Maintained clean sales floor and straightened and faced merchandise.

Retail Sales Assistant

Jerrats
03.2006 - 04.2008
  • Greeted customers and helped with product questions, selections, and purchases.
  • Used POS system to process sales, returns, online orders, and gift card activations.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Balanced and organized cash register by handling cash, counting change, and storing coupons.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Opened and closed store independently and prepared nightly bank drop for manager.
  • Maintained clean sales floor and straightened and faced merchandise.
  • Stocked merchandise, clearly labeling items, and arranging according to size or colour.
  • Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
  • Developed professional relationships with customers to increase loyalty, retention and rapport.
  • Managed cash register after end of shift to balance and record accurate transactions.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.

Retail Store Manager

Annah Stretton
02.2005 - 02.2006
  • Optimized store displays and appearance via strategic merchandising.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Managed store organization, maintenance, and purchasing functions.
  • Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
  • Maintained customer satisfaction with quick and professional handling of product returns.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Supervised guests at front counter, answering questions regarding products.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
  • Mentored team members to enhance professional development and accountability in workplace.

Education

New Zealand Certificate in Financial Services - Finance And Insurance

Professional IQ College
New Zealand
12.2021

Skills

  • Business Correspondence
  • Operations Management
  • Sales Tactics
  • People and Culture
  • Customer Needs Assessments
  • Mission and Vision
  • Approachable and Outgoing
  • Innovative and Visionary
  • Results Orientation
  • Adaptable and Flexible
  • Balanced Work Ethic
  • Analytical and Critical Thinker
  • Microsoft Office 365
  • Xero accounting
  • Articulate Communication

Music. Yoga. Fitness.Health.Reading. Writing. Travel. Cooking.

Passionate about health and fitness, especially yoga.

An avid reader and writer of children's fiction.

Lover of music from classical to jazz.

An intrepid traveller.

Timeline

Business Owner/Operator

Coffee Haven
05.2022 - Current

Financial Advisor/Business Owner/Operator

New Zealand Home Loans Hamilton City
03.2015 - 03.2022

Personal Assistant to the Owner

New Zealand Home Loans Hamilton Central
11.2010 - 03.2015

Weight Loss Coach

Jenny Craig
09.2009 - 10.2010

Retail Sales Assistant

Freedom Furniture
05.2008 - 08.2009

Retail Sales Assistant

Jerrats
03.2006 - 04.2008

Retail Store Manager

Annah Stretton
02.2005 - 02.2006

New Zealand Certificate in Financial Services - Finance And Insurance

Professional IQ College
Natalie Koretz-Price