Summary
Overview
Work History
Education
Skills
Websites
Awards
Affiliations
Interests
Timeline
BusinessAnalyst
Tara Kline

Tara Kline

Johnstown,United States

Summary

Personable New Accounts Representative with 10+ years' experience in Sales and Customer Service. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.

Overview

9
9
years of professional experience

Work History

Personal Banker

Northwest Bank
10.2022 - Current
  • Conducting B2B and B2C appointments and sales calls daily while exceeding quotas tracked through CRM software.
  • Identifying and recommending financial products and banking solutions based on client needs and utilizing consultative sales techniques to deliver value-added services.
  • Driving online banking sales. Enrolling businesses and consumers in Northwest's dynamic cloud-based software. Customizing online dashboards and Northwest's mobile app to meet customer needs. Demonstrating features and benefits of financial technology.
  • Originating and processing consumer loan requests.
  • Ordering domestic and foreign currency.
  • Presenting office meetings concerning sales targets and expectations, opportunities, and regulations.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Assisted in the development of marketing strategies to increase awareness of bank products and services within the community.
  • Received recognition as one of the top outbound callers in the South Central Region.

Customer Service Representative

Somerset Trust Company
07.2022 - 10.2022
  • Serviced customer accounts by completing transactions.
  • Received deposits and loan payments, processed checks, issued savings withdrawals, and recorded night and mail deposits.
  • Cross-sold bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers' needs, and directing customers to a branch representative.
  • Complied with bank operations and security procedures by participating in all dual-control functions, auditing currency, and assisting in the certification of proof.
  • Maintained customer confidence and protected bank operations by keeping information confidential.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Educated customers about billing, payment processing, and support policies and procedures.

Mixologist

Balance
01.2020 - 03.2020
  • Crafting cocktails with fresh and seasonal ingredients by researching emerging industry trends.
  • Creating customized menus for celebrations, executive conference events, and daily service.
  • Participated in industry events to stay current with mixology trends, incorporating innovative ideas into the bar program.
  • Established a loyal customer base by consistently providing exceptional service and creating memorable experiences, leading to repeat business and positive word-of-mouth referrals.
  • Collaborated with kitchen staff to create pairings between cocktails and menu items, enhancing overall dining experience.

Tea Specialist / Gallery Attendant

Gallery on Gazebo
10.2019 - 01.2020
  • Delivered the highest level of customer service and introduced new customers to the world of loose-leaf tea.
  • Following precise preparation techniques to ensure quality and cultural authenticity.
  • Researching products and suppliers to provide an educated approach to customer service and sales.
  • Organizing holiday events, fundraisers, and business functions.
  • Obtaining pertinent knowledge about each artist/exhibition on view and answering patrons' queries regarding the current presentation.
  • Effectively communicating comprehensive sales results with management and artists.
  • Served as a reliable liaison between visiting artists/installation teams and gallery staff during installation periods.

Lead Mixologist

Harrigan's Café and Wine Deck
09.2018 - 09.2018
  • Created cocktails with premium spirits and provided a formal and knowledgeable wine service.
  • Provided a professional fine dining experience and award-winning customer service.
  • Customized menus for special occasions, seasons, and daily service.
  • Developed training manuals for future bartenders and inventory spreadsheets using Microsoft Excel and Office.
  • Streamlined bar operations by creating efficient workstations and implementing clear procedures for daily tasks.
  • Used extensive knowledge of beer, wine and spirits to make informed recommendations to customers.
  • Led regular staff tastings of new products allowing them a better understanding of drinks offered at our establishment.
  • Showcased expertise in mixology at industry events, representing the establishment's commitment to excellence in beverage service.
  • Fostered a positive team atmosphere by providing support, encouragement, and constructive feedback to fellow mixologists.
  • Rehired by Harrigan's after years of employment from 2013 to 2015.

Chef De Partie

RJ's Cafe
06.2015 - 05.2016
  • Executed flawless preparation of entrées for evening service.
  • Meticulously prepared and assembled components used in each dish, following Rj's signature recipes, while ensuring compliance with correct portion sizes and all meal preparation procedures.
  • Maintained the highest level of sanitization in all food preparation and storage areas, in accordance with ServSafe standards, and monitored the freshness and rotation of products based on a predetermined schedule, strictly adhering to sanitary guidelines.
  • Improved customer satisfaction by attentively addressing dietary restrictions and special requests.
  • Planned promotional menu additions based on seasonal pricing and product availability.
  • Promoted sustainability within the kitchen by utilizing local produce whenever possible for fresh, farm-to-table dining experiences.

Education

Some College (No Degree) - Animation, Interactive Technology, Video Graphics

The Art Institute of Pittsburgh
Pittsburgh, PA

Skills

  • Quotas
  • Customer Service
  • Relationship Development
  • Hospitality Industry
  • Customer Relationship Management (CRM)
  • Business-to-Business (B2B)
  • Software as a Service (SaaS)
  • Financial Planning
  • Emotional Intelligence
  • Consultative Selling

Awards

Johnstown's Favorite Bartender - Our Town Magazine, 11/01/14, The title, granted by Our Town Magazine, is a testament to the value of each vote and the profound impact it can have on recognizing excellence within our community.

Affiliations

  • United States Bartenders Guild

Interests

  • Travel
  • Culinary Arts
  • Design
  • Photography
  • Music

Timeline

Personal Banker

Northwest Bank
10.2022 - Current

Customer Service Representative

Somerset Trust Company
07.2022 - 10.2022

Mixologist

Balance
01.2020 - 03.2020

Tea Specialist / Gallery Attendant

Gallery on Gazebo
10.2019 - 01.2020

Lead Mixologist

Harrigan's Café and Wine Deck
09.2018 - 09.2018

Chef De Partie

RJ's Cafe
06.2015 - 05.2016

Some College (No Degree) - Animation, Interactive Technology, Video Graphics

The Art Institute of Pittsburgh
Tara Kline