Detail-focused investigative professional with track record of uncovering critical information and resolving cases efficiently. Valued for collaborative approach and adaptability, consistently delivering results through thorough analysis and effective team coordination. Skilled in evidence gathering and regulatory compliance.
Hi, I’m
Tara Daniel
West Lafayette,Indiana
Summary
Overview
18
years of professional experience
Work History
1st Source Bank
Client Services Associate II / Assistant Branch Manager
10.2013 - 01.2023
Job overview
- Managed day-to-day operations of branch.
- Assisted prospective and existing customers with solutions for depository and loan needs.
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Entered applications, collected documentation, processed, then opened depository and loan accounts.
- Helped customers build credit, save money and improve financial picture.
- Headed solid branch operational routines and overall sales results.
- Ensured application of bank policies, procedures and banking regulations.
- Fostered and followed up to ensure customer service centered branch environment.
- Managed weekly branch cash levels; ordering and shipping cash, ATM balancing and replenishment.
- Experience with branch scheduling.
- Educated and coached employees.
US Bank
Assistant Branch Manager / Branch Manager
08.2010 - 09.2012
Job overview
- Managed day-to-day operations of branch including sales, operations and overall customer service.
- Headed solid branch operational routines, sales results and overall team performance.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Fostered and managed a customer service centered branch environment.
- Generated Small Business sales through quality business referrals.
- Generated branch revenue through quality Investment and Home Purchase referrals.
- Managed weekly branch cash levels; ordered / shipped cash, ATM teller balancing, ATM replenishment.
- Managed branch payroll, schedules and branch meetings.
- Interviewed applicants, hired, trained and developed team members.
Fountain Place Apartments
Leasing
05.2008 - 07.2010
Job overview
- Drove personal growth and property productivity by assisting with inventory management, rent collection, market analyses and weekly reports.
- Consistently achieved an excellent sales closing ratio through personalized customer service, creative marketing, apartment touring and consistent follow up.
- All activities related to apartment rentals, lease renewals, including generating and handling traffic, leasing apartments, preparing lease documentation and completing move-in procedures
- Enhanced client retention by providing exceptional customer service throughout the entire leasing process.
- Communicated compliance opportunities to residents through resolution.
- Provided courteous, efficient handling of residential maintenance requests and general inquiries.
- Assisted property manager with duties to ensure effective management of Fountain Place.
- Provided hands-on training for property manager.
- Managed property for 3 months in the absence of a property manager.
Target
Executive Team Leader - Assets Protection
08.2004 - 12.2006
Job overview
- Recruited, hired, trained, and developed team members.
- Reduced asset loss by conducting thorough investigations, identifying vulnerabilities, and recommending corrective actions.
- Identified and managed store operational opportunities.
- Monitored cash office and followed up on procedures.
- Administered corrective action discipline as needed.
- Collaborated across departments to drive optimal annual store inventory plans and results.
- Identified and investigated external theft, internal theft, and safeness incidents.
- Analyzed multiple reports and utilized data to minimize shortage.
- Executed all company safeness, theft, and fraud programs.
- Developed effective store and community partnerships.
- Responded to all crisis situations.
Education
Western Kentucky University
Bachelor of Science from Accounting
University Overview
GPA: 3.7 Cumulative GPA,
3.54 Major GPA
Skills
- Client Trust Establishment
- Skilled in Utilizing CRM Platforms
- Collaborative Meeting Leadership
- Effective Client Onboarding
- Client relationship building
- Investigations skills
- Outbound calling
- Follow-up skills
- Internal theft investigations
- Covert investigations
- External theft investigations
- Detailed report writing
Languages
English
Native or Bilingual
Timeline
Client Services Associate II / Assistant Branch Manager
1st Source Bank
10.2013 - 01.2023
Assistant Branch Manager / Branch Manager
US Bank
08.2010 - 09.2012
Leasing
Fountain Place Apartments
05.2008 - 07.2010
Executive Team Leader - Assets Protection
Target
08.2004 - 12.2006
Western Kentucky University
Bachelor of Science from Accounting
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