TARA BARTZ
Hastings,MN
Summary
Personable, hardworking, committed team player offering solid skills in customer relations, I am excellent in cultivating a positive upbeat client, staff and management connection. Highly-developed communicator with outstanding clerical skills, bringing detail-oriented, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.
Overview
24
24
years of professional experience
Work History
GROUP FITNESS INSTRUCTOR
YMCA
Hastings, MN
08.2019 - Current
- Accommodated different levels of fitness
- Administered emergency first aid, wrap injuries, treated minor chronic disabilities and referred injured persons to physicians
- Provided students with information and resources regarding nutrition, weight control and lifestyle issues
- Observed participants and informed them of corrective measures necessary for skill improvement
- Promoted health clubs through membership sales and record member information
- Maintain & update proper license and certifications
FOOD SERVICE
ISD 200
Hastings, MN
08.2016 - Current
- Stored excess foods according to temperature storage specifications
- Handled cashier duties, maintaining accuracy of monies received and or exchanged
- Cleaned and filleted meat, fish and poultry to prepare for serving or cooking
- Prepared variety of food dishes by following strict recipe guidelines
- Used spreadsheets and other documents to record and track quantities of food used, sold and thrown away
- Operated cash register for processing student payments in cafeteria
- Loaded dishes, glasses and tableware into dishwashing machines
- Placed food trays over food warmers for immediate service
- Cleaned and sanitized work areas, equipment and dishes
- Stored food in designated containers and storage areas to prevent spoilage.
Customer Service Representative
The Shane Lanning Agency, Farmers Ins
Hastings, MN
02.2023 - 05.2024
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Scheduled meetings with prospective clients to discuss available products and services.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
Banquet Captain
Confluence Hotel/IDM Hospitality
Hastings, MN
07.2023 - 01.2024
- Coordinated with food and beverage team on menu selections and serving times.
- Maintained detailed records of stock and reviewed inventory to plan events.
- Responded quickly to any unexpected changes or issues that arose during an event.
- Collaborated closely with catering managers on upcoming events and their needs.
- Interacted with kitchen staff to plan food and beverage logistics.
- Trained new employees on proper sanitation practices, customer service etiquette.
- Provided guidance and direction to banquet staff regarding setup, meal service, clean-up.
- Communicated with venue personnel to coordinate event logistics.
- Created schedules for food and beverage service employees.
- Upheld exceptional food, beverage and service standards to surpass customer expectations.
- Resolved guest complaints to maintain complete customer satisfaction.
- Verified accuracy of billing invoices prior to finalizing charges with customers.
- Maintained inventory of banquet equipment such as china, flatware, glassware.
- Ordered necessary items to meet customer needs and specifications.
- Hired and trained staff and new hires according to company policy and regulations.
- Organized banquet staff to ensure efficient service of guests.
- Transmitted orders to bar and kitchen staff by recording customer choices on POS system or notepad.
- Designed custom private function and banquet packages for business dinners, sales presentations, club meetings, weddings and charity events.
- Developed strong relationships with vendors to ensure prompt delivery of supplies.
- Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
- Communicated with external vendors such as florists and musicians to plan details and guide from beginning to end of event.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
Catering Coordinator/Manager
Green Mill Restaurant & Bar
Hastings, MN
06.2017 - 07.2023
- Performed some food preparation and service tasks, such as cooking, clearing tables and serving food and drinks when necessary
- Greeted guests, escort them to seats and present them with menus and wine lists
- Coordinated with service providers to address equipment maintenance and waste removal
- Counted money and made bank deposits
- Served food and drinks, removing dirty dishes and refilling glasses to enhance dining experience
- Presented menu and provided information about ingredients, reducing potential food allergies
- Offered menu recommendations, highlighting popular dishes to optimize guest enjoyment
- Helped to maintain and continuously define company brand
- Supported event marketing efforts by planning, executing and following up
- Built sustainable relationships and trust with customer accounts using open and interactive communication
- Transported food orders from kitchen to proper tables
- Arranged tables and decorations according to client specifications
- Designed, planned and catered full buffets for in-house events
- Scheduled use of facilities or catering services for events.
- Maintained an inventory of all catering equipment and supplies.
- Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
- Oversaw the setup of catering areas including tables, chairs, linens, décor.
- Provided guidance and support to kitchen staff as needed throughout the event preparation process.
- Collaborated with food and beverage director to determine menu plans, seating arrangements and entertainment.
- Trained new employees to perform duties.
- Promoted safe working conditions by monitoring safety procedures and equipment.
- Executed scheduling, logistics, and follow-ups with event staff.
- Met prospective customers through networking to increase local business and venue clientele.
- Ordered necessary catering supplies from approved vendors when required.
- Maintained records to orchestrate event details, customer requests and billing information.
- Generated weekly reports summarizing upcoming events, staffing needs, menu items.
- Collaborated with marketing team members to create innovative strategies for increasing catering sales.
- Organized staff training sessions to ensure excellent customer service standards.
- Coordinated with vendors to ensure timely delivery of food, beverages, and other supplies.
- Oversaw inventory and ordered ingredients to restock freezers, fridges and pantry.
- Processed invoices for payment after completion of each event.
- Worked with cross-functional teams to achieve goals.
FUNCTIONAL MOVEMENT & MOBILITY SPECIALIST
Woodbury Spine: Wellness Center
Woodbury, MN
06.2021 - 04.2022
- Led, instructed and motivated individuals during cardiovascular exercise, strength training and stretching activities
- Communicated with clients to determine goals and performed client assessments
- Arranged motivational exercise programs to promote healthy lifestyle choices
- Offered clients educational information and materials to help with preventive care, nutrition, body mechanics, fitness, stress management and ergonomics
- Studied multiple programs to provide health education, wellness and fitness program development to clients
- Maintained files detailing personal fitness regimens, records and contracts in newly-implemented system to keep client information confidential
- Maintain proper license and certification requirements
- Maintain a good rapport with clients.
RETAIL SALES MANAGER
Maurices
Hastings, MN
11.2019 - 06.2021
- Monitored customer preferences to determine focus of sales efforts
- Resolved customer complaints regarding sales and service
- Used POS system to process sales and refund transactions
- Replenished sales floor shelves and assisted customers with alternatives for out-of-stock items
- Located merchandise on racks or shelves and delivered to customers
- Cleaned and organized sales floor in accordance with company merchandising standards
- Delivered exceptional customer service to guests
- Assisted with weekly and monthly inventory audits to support store accuracy
- Greeted customers and engaged in conversation to assess needs
- Reconciled POS reports with cash till and receipts, reporting discrepancies to management
- Set up promotional displays and signage to increase sales.
FINANCIAL ACCOUNT REPRESENTATIVE
Affinity Plus Federal Credit Union
ST PAUL, MN
04.2007 - 08.2010
- Contacted clients periodically to determine changes in financial status
- Explained to clients personal financial advisor's responsibilities and types of services to be provided
- Interviewed loan applicants to obtain personal and financial data and to assist in completing applications
- Filed and maintained loan records
- Calculated, reviewed and corrected errors on interest, principal, payment and closing costs using computers and calculators
- Submitted loan applications with recommendation for underwriting approval
- Recorded applications for loan and credit, loan information and disbursements of funds using computers
- Accounted to determine whether payments were made on time and that other loan terms were being followed
- Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms and tax receipts
- Entered customers' transactions into computers to record transactions and issue computer-generated receipts
- Helped new and existing clients open personal accounts and resolve issues related to ATM machines and online banking
- Utilized marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
- Received checks and cash for deposit, verifying amounts and checking for accuracy of deposit slips
- Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit
- Performed teller duties as required
- Executed wire transfers of funds
- Answered customers' questions and explained available services
- Compiled information about new accounts, enter account information into computers and file related forms and other documents.
ACCOUNT SPECIALIST
US Bank
St, MN
08.2000 - 05.2007
- Carried out special services for customers, such as ordering bank cards and checks
- Entered customer transactions into computers to record transactions and issue computer-generated receipts
- Identified transaction mistakes when debits and credits did not balance
- Resolved problems and discrepancies concerning customers' accounts
- Examined checks for endorsements and to verify other information, such as dates, bank names, identification of persons receiving payments and legality of documents
- Received mortgage, loan and public utility bill payments, verified payment dates and amounts due
- Counted currency, coins and checks received, by hand and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank
- Sorted and filed deposit slips and checks
- Monitored bank vaults to verify correct cash balances
- Examined checks to confirm endorsements
- Answered telephones to assist customers with questions and inquiries
- Performed clerical tasks, such as typing, filing and microfilm photography
- Balanced currency, coin and checks in cash drawers at ends of shifts
- Created connections and developed rapport with customers to provide personalized service
- Verified and post armored car deposits
- Responded promptly to customer queries to increase overall satisfaction.
Education
Resident Insurance Producer, Casualty & Property
Kaplan Financial Education
03-2023
Food Safety And Management
MDE Food Safety
08-2022
CPR Certified
Red Cross
07-2022
Certified Personal Trainer
NSCF
06-2021
Group Fitness Instructor
YMCA ACE
02-2018
High School Diploma -
Sibley HS
06-1994
Skills
- Building Customer Trust and Loyalty
- Multitasking and Prioritization
- Understanding Customer Needs & Maintaining good relations
- Excellent Attention to Detail
- Administrative Clerical skills
- Self Starter
- Hospitality & Food Prep
- Data Entry
- Teamwork and Collaboration
- Interpersonal Skills
Timeline
Banquet Captain
Confluence Hotel/IDM Hospitality
07.2023 - 01.2024
Customer Service Representative
The Shane Lanning Agency, Farmers Ins
02.2023 - 05.2024
FUNCTIONAL MOVEMENT & MOBILITY SPECIALIST
Woodbury Spine: Wellness Center
06.2021 - 04.2022
RETAIL SALES MANAGER
Maurices
11.2019 - 06.2021
GROUP FITNESS INSTRUCTOR
YMCA
08.2019 - Current
Catering Coordinator/Manager
Green Mill Restaurant & Bar
06.2017 - 07.2023
FOOD SERVICE
ISD 200
08.2016 - Current
FINANCIAL ACCOUNT REPRESENTATIVE
Affinity Plus Federal Credit Union
04.2007 - 08.2010
ACCOUNT SPECIALIST
US Bank
08.2000 - 05.2007
Resident Insurance Producer, Casualty & Property
Kaplan Financial Education
Food Safety And Management
MDE Food Safety
CPR Certified
Red Cross
Certified Personal Trainer
NSCF
Group Fitness Instructor
YMCA ACE
High School Diploma -
Sibley HS
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