Tracey Minefield
Oak Park,MI
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
17
17
years of professional experience
Work History
Relationship Banker
Huntington National Bank
Bloomfield, MI
10.2022 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Advised customers on bank products, services and financial planning options.
Manager
Macys Department Store
Troy, MI
09.2021 - 07.2022
- Coached, mentored and trained team members in order to improve their job performance.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Provided leadership during times of organizational change or crisis situations.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Trained employees on additional job positions to maintain coverage of roles.
Field Manager
US Dept of Commerce US Census Bureau
Troy, Michigan
12.2019 - 11.2020
- Planned and coordinated field operations, including scheduling of personnel, equipment, materials and services.
- Developed work plans for completion of projects on time and within budget.
- Inspected job sites to ensure compliance with safety regulations, quality standards and customer requirements.
- Trained team members in proper use of tools, equipment and safety procedures.
- Maintained records of all expenses related to each project; ensured accurate billing processes were followed.
Store Support Manager
Walmart
Troy, MI
05.2015 - 02.2020
- Developed and implemented strategies to improve customer service and satisfaction.
- Monitored sales performance, inventory levels, and customer feedback.
- Conducted regular meetings with store personnel to discuss goals and objectives.
- Resolved guest concerns or complaints and kept supervisors informed of escalating situations.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Prepared staff work schedules and assigned team members to specific duties.
Professional Tax Preparer
H&r Block
Southfield, MI
11.2007 - 04.2015
- Greeted clients and collected necessary documents to prepare tax returns.
- Organized, reviewed, and analyzed client financial records for accuracy.
- Calculated taxable income or losses based on income statements, expense reports, and other financial documents.
- Identified potential deductions or credits that could significantly lower taxes owed by clients.
- Reviewed existing client files for accuracy and updated as needed.
Education
Bachelor of Arts - English
Eastern Michigan University
Ypsilanti, MI09-1985
Skills
- Account audits
- Recordkeeping requirements
- Relationship building and management
- Account closings
- Financial Advising
- Cash Flow Management
Timeline
Relationship Banker
Huntington National Bank
10.2022 - Current
Manager
Macys Department Store
09.2021 - 07.2022
Field Manager
US Dept of Commerce US Census Bureau
12.2019 - 11.2020
Store Support Manager
Walmart
05.2015 - 02.2020
Professional Tax Preparer
H&r Block
11.2007 - 04.2015
Bachelor of Arts - English
Eastern Michigan University