Tamara L. Beane
2062 White Tail Ct. Bourbonnais,IL
Summary
Dedicated and knowledgeable professional with a vast experience in financial operations, telecommunications, and sales management with a proven ability to provide exceptional customer service to a wide variety of clients, including the able to quickly assess customer needs and provide appropriate solutions. Skilled in resolving customer issues, managing customer relations, and providing detailed product knowledge. Committed to streamlining processes to improve customer experience, efficiency, and drive new business for overall satisfaction.
Overview
12
12
years of professional experience
Work History
Client Service Associate
JP Morgan Chase & Co.
04.2021 - Current
- Manage daily client transactions and general banking inquiry request across products and services, including but not limited to: Fraud Investigations, CD Maintenance, Reference Letters, Loan Draws, Movement of Funds, Address / Signer Changes
- Research, follow-up, and resolve client / account inquiries and problem solve through effective interaction with clients, advisors, product partners, branch/operations areas and other internal partners in a timely professional manner
- Act as a Subject Matter Expert on all roles within Banking Service Team
- Provide general support to financial advisors book of business and exceptional customer service by building relationships through processing request, resolving issues, and providing up-to-date information over the phone or through email correspondence
- Lead virtual and/or in-person group sessions, team workshop, and/or one-on-one trainings on learning new and existing procedures and reinforce messaging around why these are important to practices daily for accuracy
- Offer continuous support, refresher sessions and regular communications to ensure team and internal partners remain proficient with knowledge of company policies, procedures, services and products in order to answer customer banking questions effectively
- Managed multiple projects simultaneously while meeting tight deadlines and maintaining high quality standards in accordance with existing policies and procedures
Field Sales Account Manager
AT&T Inc.
12.2018 - 02.2021
- Generate new sales of AT&T products and services to residential customers by using targeted questioning to discover insight on prospect needs and requirements
- Preparing proposals and presentations, by developing pricing strategic plans related to the customer to identify new sales opportunities
- Present new and additional products including services to existing customers in coordination with a Direct TV and Internet residential install
- Prospective clients are channeled through home visits, email, phone and electronic messaging to meet sales targets traveling to and from the customer's premises for the purpose of engaging in sales activities
- Achieve sales objectives and track daily activities to receive schedules for a specific area or territory
Retail Store Manager
AT&T Prime Communications
06.2018 - 12.2018
- Recruit, train, coach, and led a team of retail staff members in successful strategies to meet sales and operational targets
- Analyzed sales numbers to track key metrics and performance indicators while remaining focused on delivering results, locate deficits, and implement process improvements
- Monitored employee performance and provided feedback on a regular basis
- Reviewed and regularly track operational and financial reports to improve store performance metrics
- Conducted regular meetings with staff members to discuss new initiatives, products, plans, opportunities , or
- Managed daily operations including scheduling shifts, assigning tasks, overseeing cash flow, nightly store and team performance audits
Brand Ambassador
AT&T Michigan Ave Flagship Store
08.2012 - 06.2018
- Planned and organized sampling events by working hand-in-hand with retail store managers and leaders
- Coached individuals and groups develop skillset to provide a white glove customer experience, sell entertainment, and high-end products
- Increased brand awareness through event marketing, demonstrations, sales and brand promotion
- Hosted in-store training around AT&T Flagship store culture to cultivated an immersive experience around the brand store by increasing 30,000 door swings/month
- Enhanced team engagement in daily meetings around AT&T priorities, procedures, and products
Education
Associate of Science -
Robert Morris University
Orland Park, IL01.2005
Skills
- Relationship Building
- Training and Development
- Team Lead/ Leadership
- Performance Analysis
- Analytical Thinking and Problem Solving
- Exceptional Organizational and Time Management
- Strategic Sales Knowledge
- Strong Multi-Tasking
Timeline
Client Service Associate
JP Morgan Chase & Co.
04.2021 - Current
Field Sales Account Manager
AT&T Inc.
12.2018 - 02.2021
Retail Store Manager
AT&T Prime Communications
06.2018 - 12.2018
Brand Ambassador
AT&T Michigan Ave Flagship Store
08.2012 - 06.2018
Associate of Science -
Robert Morris University
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