Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Tracy Holt

Tampa,FL

Summary

Talented Business Manager with excellent employee development, customer service and analytics skills coupled with more than 30+ years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.

Overview

18
18
years of professional experience

Work History

VP, Market Leader

Pilot A Part Of LMCU
Tampa, FL
06.2019 - Current
  • Identified and solved issues with overall client experience
  • Resolved issues and recommended actions based on production and compliance regulations
  • Identified opportunities to improve business process flows and overall departmental productivity., that resulted in increased sales by 100%
  • Attended networking and client meetings, promoting company brand and building rapport with prospects and partners
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals
  • Updated operational retail methods, tracked information and compiled data to improve efficiency.

VP Banking Center Manager

SunTrust Bank
Tampa, FL
01.2016 - 06.2019
  • Manage $59 million book of business consisting of both consumer and business clients
  • Increased company growth through collaboration with business and wealth partners
  • Consistently exceed production goals for deposit growth and asset in-flow
  • Responsible for driving sales strategy
  • Manage top 25% of book of business clientele to expand small business/premier relationships
  • Conferred with clients about small business banking products/service concerns and desires, quickly understanding issues and applying personal expertise and company practices to resolve problems and drive sales
  • Developed highly empathetic client relationships and earned reputation for exceeding Branch Client Experience goals for past 2 years
  • Analyzed clients' financial situations to develop strategic financial planning solutions to improve financial well-being.

VP Branch Manager

PNC Bank
Temple Terrace, Fl
01.2006 - 01.2016
  • Responsible for facilitating deposit growth and maintenance
  • Maintain close working relationships with internal partners along with developing external relationships with local centers of influence's
  • Actively participate in outside networking events and industry related
  • Resolved escalated customer issues and boosted retention rates by 25

Education

Bachelor of Science - Business Management

Medaille College
Buffalo, NY
01.2006

Skills

  • Targeted marketing
  • Relationship building and retention
  • Policy and procedure development
  • Performance metrics analysis
  • Budgeting
  • Business Development
  • Creative problem solving
  • Verbal and Written Communication
  • Skilled in Quickbooks
  • Process implementation
  • Staff Management

Accomplishments

  • Collaborated with team in the development of a bank-wide client complaint escalation process
  • Resolved staffing issue by implementing scheduling software
  • Documented and resolved compliance issues which led to improving bank audits.

Affiliations

  • Member, Alpha Kappa Alpha Sorority Incorporated
  • Gamma Theta Omega Foundation - Executive Board, Treasurer 2018-2021-Treasurer
  • Leadership Tampa Bay Alumna
  • USF Women in Leadership & Philanthropy Mentor
  • Greater Temple Terrace Chamber of Commerce - Executive Board 2011-2014 -Secretary

Timeline

VP, Market Leader

Pilot A Part Of LMCU
06.2019 - Current

VP Banking Center Manager

SunTrust Bank
01.2016 - 06.2019

VP Branch Manager

PNC Bank
01.2006 - 01.2016

Bachelor of Science - Business Management

Medaille College

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Tracy Holt