Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Tracey Thomas

Loveland,CO

Summary

Dedicated and organized with outstanding Operations Manager relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

19
19
years of professional experience

Work History

Branch Manager

Lohmiller & Company
Johnstown, CO
07.2005 - Current
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Developed strategies to increase customer satisfaction and loyalty.
  • Managed staff scheduling, hiring and training processes.
  • Conducted regular performance reviews for all employees in the branch.
  • Monitored financial performance of the branch on a monthly basis.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Resolved escalated customer complaints in a timely manner.
  • Established strong working relationships with external partners such as vendors and suppliers.
  • Coordinated promotional campaigns for new products or services in order to boost sales revenue.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Created reports summarizing operational performance metrics for senior management review.
  • Participated in community events to promote brand awareness.
  • Identified opportunities for process improvement initiatives within the branch.
  • Assisted other branches when needed during peak periods or special projects.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Organized professional development programs for employees at all levels of the organization.
  • Provided feedback on employee performance evaluations conducted by supervisors.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Planned work schedules to maintain adequate staffing levels.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Established and built customer relationships through targeted outreach and initiatives.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
  • Designed sales and service strategies to improve revenue and retention.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Supported outside sales force in servicing and obtaining new business.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Analyzed competitors and market trends to facilitate business growth.
  • Created and updated financial reports on frequent basis to present information to leadership teams.

Education

High School Diploma -

Thompson Valley High School
Loveland, CO
05-1988

Skills

  • Process Improvement
  • Proficient in P21, Latitude
  • Financial Oversight
  • Sales professional
  • Relationship building and management
  • Work Prioritization
  • Employee Development
  • Branch Operations Management
  • Interviewing and Hiring
  • Performance Reviews
  • Coaching and Mentoring
  • Customer Service
  • Strong interpersonal skills
  • Team Player
  • Excellent work ethic
  • Dependable
  • People-oriented
  • Operations Management
  • Reliable
  • Excels in team leadership
  • Account Review

References

References available upon request.

Timeline

Branch Manager

Lohmiller & Company
07.2005 - Current

High School Diploma -

Thompson Valley High School

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Tracey Thomas