Taylor Tracy
Kansas City,United States
Summary
Mission-driven administrator and financial professional with more than ten years of experience in all elements of organizational leadership and success in creating healthy environment and operations.
Extensive experience serving and building relationships/rapport with the public from loans in the financial sphere to intensive grief counseling in the clinical setting.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Licensed Personal Banker
UMB Bank
12.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed and maintained relationships with customers and suppliers through account development.
Pastor
Christ the King Church
01.2020 - Current
- Oversaw administration and management of all areas of ministry.
- Officiated special services such as weddings, funerals, baptisms, and nursing home services.
- Provided spiritual care through visitation, counseling, and prayer.
- Planned and conducted worship services, wrote sermons, and worked with key church leaders to carry out church mission.
- Coordinated and spearheaded programs to increase church members' service throughout community.
- Led renovation and expansion project, successfully renovating or remodeling existing sanctuary, multipurpose facility and restroom facilities and classrooms.
Chaplain Resident
University of Kansas Medical Center
03.2022 - 08.2023
- Completed 5,000 supervised clinical hours while specializing in trauma and oncology.
- Assessed the spiritual/emotional needs of patients and families without prior information and curated emotional/spiritual care and support in traumatic and challenging situations for approximately 20 patients/families per day.
- Served as one of two priests for an 1,100 bed hospital, providing 24/7 care.
- Provided instruction on pastoral care, empathy, and leadership for incoming staff members.
Personal Banker II
UMB Bank
02.2019 - 03.2020
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed deposits, withdrawals and ACH transfers accurately.
- Expanded client base by promoting new financial products.
- Cross-sold bank products and services to meet customer needs and provide options.
Administrator
Country Club Church
07.2017 - 03.2019
- Maintained personnel records and updated internal databases to support document management.
- Evaluated parishioner needs and feedback to drive community and project improvements.
- Created and managed project plans, timelines and budgets.
- Supervised staff of twelve employees under the direct supervision of the Pastor.
- Cultivated positive relationships with parishioners, community leaders, and providers to develop mutually supportive partnerships.
Chief Financial Officer
St. James Academy
01.2015 - 07.2017
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Conducted detailed analysis of Academy's financial information and oversaw preparation of related reports.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Analyzed operational issues and implemented corrective action to maximize profits.
Education
Bachelor of Arts - Dual Major: History & Economics
Wichita State University
Internship & Residency - Licensed Clinical Pastoral Counseling
University of Kansas
Master of Arts - Theological Studies
Seminary of The Society of Christ The King
Skills
- Retirement planning
- Mortgage lending
- Estate planning
- Debt management
- Credit assessment
- Recordkeeping requirements
- Policy development and implementation
- Banking
- Project management
- Financial advising
- Loans
- Wealth management
Certification
- Certified Clinical Pastoral Counselor
- Notary Public (KS & MO)
- Life & Health Insurance License
Affiliations
- Mid-America LGBT Chamber of Commerce
- Westside Community Action Network
- Northland Symphony Orchestra (Board Member)
Timeline
Senior Licensed Personal Banker
UMB Bank
12.2024 - Current
Chaplain Resident
University of Kansas Medical Center
03.2022 - 08.2023
Pastor
Christ the King Church
01.2020 - Current
Personal Banker II
UMB Bank
02.2019 - 03.2020
Administrator
Country Club Church
07.2017 - 03.2019
Chief Financial Officer
St. James Academy
01.2015 - 07.2017
Internship & Residency - Licensed Clinical Pastoral Counseling
University of Kansas
Master of Arts - Theological Studies
Seminary of The Society of Christ The King
Bachelor of Arts - Dual Major: History & Economics
Wichita State University
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