KAREN SCHROETKE
Seymour,TN
Summary
Motivated retail sales professional with proven record of boosting sales and customer loyalty through individualized service. Resourceful individual skillful in learning customer needs, directing to desirable merchandise and upselling to meet sales quotas. Committed to strengthening customer experiences with positivity and professionalism when answering requests and processing sales.
Skilled in processing transactions, handling cash, using registers and arranging merchandise. Maintains high-level customer satisfaction by smoothly resolving customer requests, needs and problems.
Overview
11
11
years of professional experience
Work History
Personal Banker
Tri Counties Bank
05.2021 - 06.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products. Managed over 20 customer calls per day.
Medical Receptionist
Greenfield Health
09.2019 - 07.2020
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Managed multi-line phone system and pleasantly greeted patients.
- Helped patients complete necessary medical forms and documentation.
- Organized paperwork such as charts and reports for office and patient needs.
- Supported office staff and operational requirements with administrative tasks.
Instructional Assistant
Neah Kah Nie School District #56
09.2013 - 06.2018
- Supported student learning objectives through personalized and small group assistance.
- Provided support to help students with special needs learn and grow.
- Provided support during classes, group lessons and classroom activities.
- Delivered curriculum in both one-on-one lessons and group learning environments.
Assistant Branch Manager
Sterling Saving Bank
12.2008 - 06.2013
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised team of 3 branch employees and made recommendations regarding performance evaluations.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Built rapport with account holders by reaching out with product recommendations and account updates. Managing 20 called to existing and new clients per day.
Education
No Degree - Business
Walla Walla Community College
Walla Walla, WA05.1989
Skills
- Customer Service
- Cross-Selling and Upselling
- Teamwork and Collaboration
- Strong Communication and Interpersonal Skills
- Loss Prevention Training
- Flexible Hours
- Security Practices
- Adaptable and Flexible
- Customer Relations Skills
Timeline
Personal Banker
Tri Counties Bank
05.2021 - 06.2022
Medical Receptionist
Greenfield Health
09.2019 - 07.2020
Instructional Assistant
Neah Kah Nie School District #56
09.2013 - 06.2018
Assistant Branch Manager
Sterling Saving Bank
12.2008 - 06.2013
No Degree - Business
Walla Walla Community College