Tara Bartelson

• Advanced to a higher position within the company.
• Guiding Beneficiaries: Assisting beneficiaries through the transition of deceased account assets, including taking initial calls, processing documentation, and guiding them through the process.
• Deepening Relationships: Referring clients to specialized sales teams to deepen relationships and serve as a central entry point for financial services careers.
• Managing Inbound Calls: Handling inbound service calls to solve financial needs.
• Product Knowledge: Maintaining knowledge on a wide variety of products and services.
• Document Processing and Research: Processing necessary documentation and conducting research to support the transition process.
• Phone-Based Services: Providing phone-based services to support client relationships and financial needs.

• Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
• Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
• Enhanced customer relationships with personalized service and addressing individual concerns promptly.
• Collaborated with team members to achieve sales targets and improve overall branch performance.
• Handled inbound calls remotely.

Delivered attentive care to patients in rehabilitation setting, focusing on empathetic engagement.

Demonstrated empathy and maintained a positive attitude.

• Managed orders to enhance customer satisfaction and drive revenue growth.
• Conducted thorough checks on orders to reduce omissions and inaccuracies.
• Fostered long-term partnerships by delivering exceptional service to key clients.
• Lowered error rates in orders via comprehensive analysis and efficient dialogue.
• Ensured deadlines were met through effective order volume management.
• Coordinated with multiple teams to tackle order problems, providing a seamless customer journey.
• Streamlined communication with suppliers for improved lead times and prompt order completion.
• Maintained supply consistency by closely tracking inventory.
• Enhanced connections with major clients by addressing issues promptly and delivering exceptional service.
• Achieved exceptional on-time delivery rates by efficiently managing task priorities.
• Enhanced logistics efficiency by improving communication between shipping departments.

Executed high-quality service for a range of contractual responsibilities.

• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Contributed to sales growth by upselling products and services based on individual customer requirements.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Analyzed customer service metrics to identify trends and develop strategies for improvement.

• Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
• Oversaw start and end of daily operations, suggesting improvements for efficiency.
• Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
• Rotated merchandise and displays to feature new products and promotions.
• Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.

• Enhanced employee productivity through regular performance evaluations and tailored training programs.
• Facilitated team growth by recruiting top talent, providing ongoing coaching, and creating opportunities for advancement within the organization.
• Exceeded sales targets while maintaining strong relationships with existing clients through exceptional account management practices.
• Established a positive work environment with effective leadership, clear expectations, and open communication.