Summary
Overview
Work History
Education
Skills
Timeline
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Tracey Nelsen

Staten Island,NY

Summary

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

Overview

27
27
years of professional experience

Work History

Lead Teller Operations Specialist /Assistant Branch Manager

Chase Bank
05.2007 - 01.2023
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Educated customers on use of banking website and mobile apps.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Assisted with training of new tellers on policies and procedures.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Trained new hires on customer service policies and procedures.
  • Monitored and verified suspicious activity on customer accounts.

Senior Assistant Store Manager

Ann Taylor Loft
01.2004 - 05.2007
  • Created and maintained safe and secure work environments for employees.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Rotated merchandise and displays to feature new products and promotions.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Assisted in recruiting, hiring and training of team members.

Store Manager

Claire's Boutique
10.1995 - 01.2004
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Assisted with hiring, training and mentoring new staff members.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

Education

High School Diploma -

Port Richmond High School
Staten Island, NY
06.1994

Skills

  • Cash Handling
  • Asset Protection
  • Fraud Detection
  • Financial Advising
  • Regulatory Compliance
  • Customer Relationship Building
  • Compliance, Banking Laws, and Regulations
  • Strong Work Ethic

Timeline

Lead Teller Operations Specialist /Assistant Branch Manager

Chase Bank
05.2007 - 01.2023

Senior Assistant Store Manager

Ann Taylor Loft
01.2004 - 05.2007

Store Manager

Claire's Boutique
10.1995 - 01.2004

High School Diploma -

Port Richmond High School

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Tracey Nelsen