Josie Button
Sandy Bay,TAS
Summary
Motivated with store managing and team leading experience with proven capability to inspire a shared vision and empower and motivate team. With 10 + years working in retail and customer service, I am experienced in leading numerous aspects of retail operations including: visual merchandising, operating POS system, stock management, creating and actioning team coaching plans, driving KPI results, general maintenance, inventory management. demonstrates accommodating leadership style to encourage team member engagement. Continuously looking to learn new ways to improve productivity and customer satisfaction with exceptional service and experiencing opportunities to grown and learn new skills.
Overview
11
11
years of professional experience
Work History
Client First Solutions Specialist
Insignia Financial (IOOF)
2023.07 - Current
- In this client facing 'all rounder' role I take on demands and requests from our guests: Clients, Power of Attorney's, Authorised Third Party Authorities, the ATO, Advisers and Adviser's support staff via phone, email and document uploads into our system and action these with due diligence while preserving sensitive information
- Completing high-security checks and disclaimers before every transaction to avoid fraudulent activity and protect client information
- Trained in using company systems to process adviser fees, withdrawals, early release of super requests, Pension payment details, beneficiary nominations, Insursnce claims, notice of intent to claim/vary, fund rollover in/out requests, account set ups, update requests, transfers, investment sell downs/ swiches, and assist with general enquiries in a timely manner
- Data entry/ client data management
- Call logging
- Interact with team members across departments to research and resolve customer issues
- Presents professional image consistent with company's brand values.
- Keeping up to date with company policies and procedures
- Booking appointments for clients with our Financial Coaching team
- Assist in online access issues such as setting up/activating online access, downloading customer app, login details, password resets
- Transfer calls to requested team or Subject Matter Experts as necessary
- Office duties such as tidying workspaces, printing and sending out letters and helping set up for meetings and events
- Time Management: Proficiency in allocating time effectively to various tasks to maximize productivity.
Store Manager
Bras N Things
2013.04 - 2023.08
- My role at Bras 'n' Things has provided me with the opportunity to gain the skills and knowledge necessary for delivering the best customer service while also taking on higher duties such as visual merchandising, stock handling, weekly administration, opening and closing the store, cash handling, banking, general maintenance and training team in store operations, customer engagement and bra fitting
- The fast pace working environment has taught me to act with a sense of urgency and a 'do it now' attitude
- Throughout my time at Bras n Things I have been able to further my knowledge and experience in my passion for delivering exceptional individual customer service and satisfaction as well as driving my personal KPIs and my team's.
- I would take pride in the store's overall appearance, keeping the standards high, and would enjoy getting creative with visual merchandising to display the ever-changing products incoming, to continuously maintain a fresh, beautiful look while remaining shop-able and convenient.
Sale Assistant
Dotti
2015.08 - 2016.09
- My role at Dotti provided me with the opportunity to further my skills and knowledge in a fast pace customer focused environment
- My duties would include visual merchandising, stock handling, line enquiries, banking, opening and closing the store
- I was given the opportunity to run the day on multiple occasions, furthering my skills in management as I would be in charge of store updates, prepping the store planner, opening and closing the POS and offering assistance to all customer enquiries.
Education
Claremont College
Claremont, TASActinig
Cooper Screen Academy
Hobart, TASSkills
- Proven leader and team trainer Self motivated with attention to detail
- Passionate about providing outstanding customer service, always
- Multitasking and working in a fast pace environment
- Working with a sense of urgency to ensure tasks are completed with precision within a timely manner, whilst upholding standards
- Can work confidently individually or as part of a team
- Keen to learn new skills to further my knowledge
- Time Management
- Active Listening
- Always welcoming an opportunity to get creative
- Professional phone mannerisms
- Data entry/ client data management
References
- Danielle Ankin, Cluster/ Area manager, Bras n Things, danielle.ankin@gmail.com, 0419913264
- Stuart Jones, Client Solutions Specialist, Insignia Financial, stuartj.jones13@gmail.com, 0431518750
- Juhi Arora, Client Solutions Specialist/ team trainer, Insignia Financial, Juhiarora2303@gmail.com, 0406690705
Timeline
Client First Solutions Specialist
Insignia Financial (IOOF)
2023.07 - Current
Sale Assistant
Dotti
2015.08 - 2016.09
Store Manager
Bras N Things
2013.04 - 2023.08
Claremont College
Actinig
Cooper Screen Academy