Jaime Bartel
Milwaukee,WI
Summary
Banking professional with account management, RFP, employee benefits, claims process, content editing, and writing skills. Looking to advance my career in a relationship management role.
Overview
10
10
years of professional experience
Work History
Proposal Analyst
HSA Bank, a division of Webster Bank, N.A.
06.2022 - Current
- Write sales proposals for the Sales and Relationship Management teams. Complete accompanying questionnaires, forms, and attachments. Seek up-to-date information, fact-find, and work with internal partners to have the most current and accurate proposal content and information. Maintain content library.
Associate Account Executive
HSA Bank, a division of Webster Bank, N.A.
06.2021 - 06.2022
- Assist clients with daily service tasks: Salesforce cases, SharePoint requests, reporting, provide direction, answer questions, address issues, participate in calls and meetings, compose letters and emails. Act as a strategic partner for clients by analyzing and recommending new opportunities for additional products, services, and process improvements.
Sales Support Coordinator
HSA Bank, a division of Webster Bank, N.A.
07.2019 - 06.2021
- Manage the Sales Support inbox, assist the Sales team, provide direction, relay RFP requests, act as a liaison between Sales team and other departments, retrieve information from various sources. Assist with forms submission, proposal creation, Salesforce cases, broker changes, coding, promotional material orders, employer account set-ups, and trade show coordination.
Member Services Coordinator
HSA Bank, a division of Webster Bank, N.A.
12.2018 - 07.2019
- Process various HSA Bank customer transactions, audit processors’ work accurately and quickly, manage the inbox, distribute tasks and forms, run reports, and perform additional tasks assigned by manager. Basic accounting.
Merchandise Specialist
Kohl’s Corporate
07.2017 - 12.2018
- Write purchase orders, create product set-ups, email vendors, update website product attributes and images, order and track product samples for photography, change web pricing. Create pricing signs for placement in Kohl’s stores, maintain sign libraries, proofread and edit signs, change sign pricing, display sales promotions.
Shop Administrator
Nordstrom
01.2016 - 07.2017
- Log alterations tickets into system, maintain customer profiles, run various reports, audit jobs and pricing. Resolve customer service issues, answer department phone calls, assistant manage Alterations department. Basic accounting.
Education
Bachelor of Arts - undefined
University of Wisconsin-Milwaukee
Milwaukee, WICertificate in Editing - undefined
The Poynter Institute and ACES: The Society for Editing
Carpentersville, ILSkills
- Proposal development
- Document management
- Teamwork and collaboration
- Multitasking
- Organizational skills
- Attention to detail
- Team collaboration
Timeline
Proposal Analyst
HSA Bank, a division of Webster Bank, N.A.
06.2022 - Current
Associate Account Executive
HSA Bank, a division of Webster Bank, N.A.
06.2021 - 06.2022
Sales Support Coordinator
HSA Bank, a division of Webster Bank, N.A.
07.2019 - 06.2021
Member Services Coordinator
HSA Bank, a division of Webster Bank, N.A.
12.2018 - 07.2019
Merchandise Specialist
Kohl’s Corporate
07.2017 - 12.2018
Shop Administrator
Nordstrom
01.2016 - 07.2017
Bachelor of Arts - undefined
University of Wisconsin-Milwaukee
Certificate in Editing - undefined
The Poynter Institute and ACES: The Society for Editing