Nicole Bartlett
Marion,IL
Summary
A highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life Insurance Company
Marion, IL
03.2023 - Current
- Developed documents outlining details about each available benefit program option.
- Provided assistance to plan participants by explaining benefits information to ensure educated selections.
- Checked accuracy and completeness of benefits applications and documents.
- Participated in benefits renewal process, analyzing proposals and making recommendations.
- Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health and welfare benefits.
- Processed benefit enrollment forms, changes, and terminations.
Professional Housekeeper
Self Employed Web
Marion, IL
01.2019 - Current
- Washed windows inside and outside as needed.
- Checked supplies inventory regularly to ensure adequate levels are available at all times.
- Assisted customers in selecting appropriate cleaning products for specific tasks.
- Emptied wastebaskets and replaced liners.
- Maintained supplies such as paper towels, toilet tissue, soaps.
- Sanitized doorknobs, light switches and other frequently touched surfaces.
- Cleaned bathrooms including toilets, showers and bathtubs, sinks and countertops.
- Dusted furniture, window sills and other surfaces to remove dirt and cobwebs.
- Scrubbed walls with appropriate cleaning solutions to remove marks or stains.
- Swept, mopped, vacuumed and polished floors of all types.
- Applied waxes to woodwork or tile floors for protection against wear-and-tear.
- Provided additional services upon request by customers such as laundry washing, folding, ironing or pet care.
- Cleansed kitchen appliances such as microwaves, stoves, dishwashers.
- Washed and dried dishes to maintain clean and orderly kitchen.
- Organized, cleaned and sanitized kitchens, bedrooms, living rooms and bathrooms to tidy and eliminate daily germs.
- Cleaned homes following specific and detailed protocols and requests.
- Laundered sheets and other bedding, made beds and fluffed pillows.
Financial Services Representative
Midcountry Bank
Marion, IL
06.2014 - 02.2016
- Balanced teller drawers regularly throughout the day according to established procedures.
- Maintained confidentiality of bank records, transactions and customer information.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Educated customers about different types of banking services available at the branch.
- Developed strong relationships with customers to ensure repeat business.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Researched customer inquires regarding their accounts using internal banking systems.
- Maintained accurate records of all financial transactions.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Assisted customers with basic technical issues related to digital banking platforms.
- Provided assistance to other tellers during peak business hours as needed.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Processed loan payments by verifying funds availability prior to disbursing funds.
- Performed cash handling duties including counting currency, coins and checks.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Resolved customer disputes promptly in accordance with bank policies and procedures.
- Welcomed customers and offered pleasant service during entire transaction.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Opened new checking, savings and lines of credit for customer accounts.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Entered transactions into computer and issued customer receipts.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Explained bank services, financial products and applicable fees to customers.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Reconciled cash and checks against computer records at end of shift.
- Built and maintained client relationships through quality, personalized interactions.
- Trained employees on cash drawer operation.
Education
Medical Transcription
John A Logan College
Carterville, IL05-2007
Skills
- Building Relationships
- Referral management
- Email Marketing
- Referral Generation
- Upselling strategies
- Client Relationship Management
- Client Service
- Strong interpersonal skills
Affiliations
- Church nursery volunteer
- Flower and vegetable gardening
- Swim team volunteer
- Knitting/crafting
- Cooking
Certification
- Licensed in Life and Health in Illinois, New Mexico, Virginia and Washington
References
References available upon request.
Timeline
Life Insurance Agent
American Income Life Insurance Company
03.2023 - Current
Professional Housekeeper
Self Employed Web
01.2019 - Current
Financial Services Representative
Midcountry Bank
06.2014 - 02.2016
Medical Transcription
John A Logan College
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