Caren Bartlett
Old Saybrook,CT
Summary
I am a highly focused customer service professional with a history of establishing productive relationships. I am known for the ability to balance customer needs with company goals. I bring a commitment to corporate values and vision to day-to-day activities. Outgoing professional with experience handling multiple tasks at once while remaining positive and composed in all types of situations. Offering great computer, customer service and collaboration skills. Works well with office visitors and vendors.
Overview
32
32
years of professional experience
Work History
Front Desk Receptionist, Health Center and Recreation - Weekends
Essex Meadows Properties
Essex, CT
09.2017 - 02.2021
Substitute Teacher/Para – all subjects and grades including Special Ed (working with a blind student)
Waterford Public Schools
Waterford, CT
09.2018 - 03.2020
Substitute Teacher/Para – all subjects and grades including Special Ed
Clinton Public Schools
Clinton, CT
04.2018 - 03.2020
Substitute Teacher/Para – all grades and subjects including Special Ed
Lyme/Old Lyme – Region 18 School District
CT
03.2017 - 03.2020
Substitute Teacher/Para – all subjects and grades including Special Ed
Guilford Public Schools
Guilford, CT
03.2017 - 03.2020
Customer Service Representative: Online CHAT, Order entry, Customer Service and Problem Resolution
FTD.com
Centerbrook, CT
04.2015 - 08.2017
Substitute Teacher, Librarian, Technology Support, Administrative and Paraprofessional
Kelly Educational Services
Hamden and New London, CT
10.2010 - 04.2017
KELLY SERVICES
Hamden, Cheshire and New London, CT
03.2008 - 04.2017
Bank of America
Old Saybrook, CT
08.2015 - 03.2016
- Located in a financial center, Relationship Bankers are focusing the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed
- Responsibilities include, but are not limited to the following: Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies where self-service isn't available, conduct over the counter transactions for service needs (e.g., cashier's checks, safe deposit entry, etc.)Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g., consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy
- Proactively manage risk in every business, product, and service transaction leveraging available tools Required Skills Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities to new and existing customers/clients
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
- Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach, etc
- Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
- Ability to learn and understand technology to assist customers with self-service needs
- Apply strong critical thinking and problem-solving skills to meet customers’ needs
- Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
- Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: AML, appropriate disclosures, etc.) Excellent oral and written communication skills with strong influencing skills.
Paraprofessional – Special Education Teacher, 30 students directly supporting
East Haven Board of Education
East Haven, CT
04.2014 - 08.2015
- I assisted teachers and/or other paraprofessional educators or therapists in the delivery of instructional and related services to students
- My ultimate responsibility was for the design, implementation and evaluation of instructional programs, through cognitive and metacognitive strategies, including assessment of student progress (IEP).
Annual National Update – School Districts
MDR-Division of Dunn & Bradstreet
Shelton, CT
04.2013 - 08.2015
- Marketing Support – contacting key people to update district wide information for reporting.
QUINNIPIAC UNIVERSITY POLLING INSTITUTE
Mt. Carmel, CT
03.2008 - 08.2010
- The Quinnipiac University Polling Institute is a nationally known polling organization that conducts public opinion telephone surveys on various issues in the news (i.e., political races, public policy, etc.)
Open Enrollment Department
Anthem Blue Cross Blue Shield
North Haven, CT
09.2008 - 11.2008
- Marketing support for open enrollment campaign
- Data entry and UPS destination tracking of national campaign materials to Account Managers for enrollment meetings.
Department of Neurobiology
Yale University School of Medicine
New Haven, CT
03.2008 - 07.2008
- Financial Assistant and Administration Support
Relationship Specialist
WACHOVIA BANK, N.A.
Hartford, CT
02.2004 - 08.2007
- Provided exceptional customer service for Commercial, Business Banking community by establishing and maintaining excellent customer relationships and providing operational and administrative support for customers
- Coordinated with internal teams to collect data required for product implementations, loan closings and new product sales
- Served as primary contact and central information source for area’s customer base after the initial sale and played a key role in ensuring customer satisfaction and business retention for the life of the relationship
- Identified sales and product opportunities as well as potential customer problems in Relationship Managers’ customer portfolio and enhanced knowledge of customers, their businesses and their needs by researching customer information and market competition
- Capitalized on sales opportunities associated with servicing the customer by listening for potential customer problems, concerns or needs and recommending potential Bank products with customers while balancing the best interests of the Bank and the customer
- Coordinated special events for the company and area arts organizations and sponsorships
- Served as assistant to the areas Sales Director.
Sales, Marketing and Customer Service positions
YALE UNIVERSITY
New Haven, CT
01.1997 - 01.2002
District Sales Manager, Sales Representative and Trainer
SARA LEE CORPORATION
Boston and San Francisco, MA and CA
01.1989 - 01.1998
Independent Representative
E. F. EDUCATIONAL FOUNDATION FOR FOREIGN STUDIES
Cambridge, MA
01.1994 - 01.1997
Barrett-Jackson Auto Auction
Uncasville, CT
Enders Island Retreat
Mystic, CT
Education
International Marketing Certificate -
Quinnipiac University
Mt. Carmel, CT01.1998
B.A. Business Administration -
University of New Haven
West Haven, CT01.1983
Pursuing Graduate Liberal Studies Degree in Art History -
Wesleyan University
Middletown, CTSkills
- Cash Handling
- Customer Service
- Appointment confirmation
- Mail distribution
- Project Management
- Mail Sorting
- Guest Relations
- Call Routing
- Departmental support
- Multi-Line Telephone Systems
- Work Prioritization
- Problem-solving skills
- Customer assistance and interaction
- Email and telephone decorum
- Listening Skills
- Technical Support
- Issue handling
- Telephone Etiquette
- Mail handling
Awards
Cambridge Who’s who of Executive and Professional Women, Honor’s Edition, 2008/2009
Timeline
Substitute Teacher/Para – all subjects and grades including Special Ed (working with a blind student)
Waterford Public Schools
09.2018 - 03.2020
Substitute Teacher/Para – all subjects and grades including Special Ed
Clinton Public Schools
04.2018 - 03.2020
Front Desk Receptionist, Health Center and Recreation - Weekends
Essex Meadows Properties
09.2017 - 02.2021
Substitute Teacher/Para – all grades and subjects including Special Ed
Lyme/Old Lyme – Region 18 School District
03.2017 - 03.2020
Substitute Teacher/Para – all subjects and grades including Special Ed
Guilford Public Schools
03.2017 - 03.2020
Bank of America
08.2015 - 03.2016
Customer Service Representative: Online CHAT, Order entry, Customer Service and Problem Resolution
FTD.com
04.2015 - 08.2017
Paraprofessional – Special Education Teacher, 30 students directly supporting
East Haven Board of Education
04.2014 - 08.2015
Annual National Update – School Districts
MDR-Division of Dunn & Bradstreet
04.2013 - 08.2015
Substitute Teacher, Librarian, Technology Support, Administrative and Paraprofessional
Kelly Educational Services
10.2010 - 04.2017
Open Enrollment Department
Anthem Blue Cross Blue Shield
09.2008 - 11.2008
KELLY SERVICES
03.2008 - 04.2017
QUINNIPIAC UNIVERSITY POLLING INSTITUTE
03.2008 - 08.2010
Department of Neurobiology
Yale University School of Medicine
03.2008 - 07.2008
Relationship Specialist
WACHOVIA BANK, N.A.
02.2004 - 08.2007
Sales, Marketing and Customer Service positions
YALE UNIVERSITY
01.1997 - 01.2002
Independent Representative
E. F. EDUCATIONAL FOUNDATION FOR FOREIGN STUDIES
01.1994 - 01.1997
District Sales Manager, Sales Representative and Trainer
SARA LEE CORPORATION
01.1989 - 01.1998
Barrett-Jackson Auto Auction
Enders Island Retreat
International Marketing Certificate -
Quinnipiac University
B.A. Business Administration -
University of New Haven
Pursuing Graduate Liberal Studies Degree in Art History -
Wesleyan University
Similar Profiles
Christina Wilcox-LacombeChristina Wilcox-Lacombe
Specialty Prep Chef at LCS Essex MeadowsSpecialty Prep Chef at LCS Essex Meadows
Garrett DillonGarrett Dillon
Realtor/Land Development at Essex Properties LLCRealtor/Land Development at Essex Properties LLC
Kelly GoobyKelly Gooby
Advanced nurse practitioner at Essex Suffolk North Essex Foundation TrustAdvanced nurse practitioner at Essex Suffolk North Essex Foundation Trust
Ashley SmelserAshley Smelser
Financial Advisor at Sullivan Financial AdvisorsFinancial Advisor at Sullivan Financial Advisors
Lorra WebbLorra Webb
Owner at The Yoga Shop Shoreline, LLCOwner at The Yoga Shop Shoreline, LLC