Tara O’Toole

Account Closures Team.

• Dealt with a high volume of closure requests daily. Either by telephone or email.
• Conducted outbound calls to customers, confirming compliance with security measures.
• Transferred payments between accounts.
• Completed failed closure reports to team leads daily.
• Trained new joiners regularly.

Bereavement Team.

• Managed deceased customer accounts to ensure proper fund allocation.
• Coordinated with next of kin and solicitors to facilitate fund transfers.

Client Tracing Team

• Used many different databases such as Intellimatch, CMS,Phoenix and GMS to locate customer information in order to deliver their unclaimed funds to them successfully.
• Generated reports containing customer contact information to facilitate phone calls and emails for reconnecting customers with funds.

• Addressed complaints calmly and professionally, delivering quick, successful resolutions.
• Implemented promotional strategies to drive client traffic and meet profit goals.
• Completed weekly store schedule.
• Managed finances and KPI targets to keep store operating efficiently.

• Managed salon POS system to process client payments daily with zero errors.
• Provided high quality manicures and pedicures.
• Designed individual care programs for repeat clients.
• Cleaned and sanitized equipment and workstations regularly to keep in line with health and safety.
• Prevented double bookings, using Zenoti to accurately schedule clients’ appointments in a timely manner.

• Monitored staff performance, continually seeking ways to improve team for optimal financial success.
• Dealt with customer complaints by providing appropriate solutions for continued customer satisfaction.
• Implemented weekly KPI targets to continually achieve and exceed goals.
• Efficiently processed customers’ bets using cash and card payments during busy periods.
• Monitored stock levels and placed orders when required.
• Provided attentive and helpful customer service to ensure customer experience remained positive.