Tracey Goff-Davis
Accokeek,MD
Summary
Driven Senior Personal Banker offering 32-year track record working with financial products. Handles diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Accomplished Personal Banker driven to increase branch revenue through innovative sales strategy. Adept in Banking with in-depth knowledge of Business banking and Growth management .
Overview
22
22
years of professional experience
Work History
Personal Banker 2
Wells Fargo
Waldorf, MD
01.2011 - 02.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Expanded client base by promoting new financial products
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Worked with clients to provide competitive commercial banking solutions and retail financing plans
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Prospected for new business through networking, community outreach and customer referral generation
Personal Banker
Wells Fargo
Suitland, MD
01.2010 - 01.2011
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Created innovative financial solutions to meet customer needs and provide competitive edge
- Built client rapport to ensure consistent satisfaction and loyalty
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted all financial products by maintaining excellent service offering knowledge
- Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals
Service Banker
Wachovia Bank
Oxon Hill, MD
05.2005 - 01.2009
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
- Identified sales opportunities and referred customers to branch partners in financial services
- Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to Service Bankers
- Exceeded quarterly sales goals by 30%
Bank Teller Supervisor
First Union Bank
Oxon Hill, MD
11.1997 - 01.2005
- Trained customer employees and managers on machine use and maintenance
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand
- Trained and guided team members to maintain high productivity and performance metrics
- Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
- Assisted estimated 50 customers each day and remained poised and professional even in high-stress situations and when dealing with irate individuals
Education
Diploma -
Chesapeake Business Institue
Suitland, MD1987
High School Diploma -
Forestville High School
Forestville MD06.1986
Some College (No Degree) - Business Administration And Management
Prince George's Community College
Upper Marlboro, MD1987
Skills
- Portfolio assessment
- Financial advisement
- Loans
- Financial services
- Banking
- Relationship building and management
Timeline
Personal Banker 2
Wells Fargo
01.2011 - 02.2020
Personal Banker
Wells Fargo
01.2010 - 01.2011
Service Banker
Wachovia Bank
05.2005 - 01.2009
Bank Teller Supervisor
First Union Bank
11.1997 - 01.2005
Diploma -
Chesapeake Business Institue
High School Diploma -
Forestville High School
Some College (No Degree) - Business Administration And Management
Prince George's Community College
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