Traci Davis
Saltillo,MS
Summary
Driven professional dedicated to achieving top-tier performance. Strong focus on customer satisfaction, capable of building productive relationships, resolving complex issues, and securing customer loyalty. Offers 15 years of leadership in banking and finance industries along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment. Problem solver with a proven history of dependability, integrity, and relationship building. Demonstrates strong leadership skills and commitment to exceeding expectations. Eager to apply skills and knowledge to drive business success. Prepared to make an immediate impact and enthusiastic about obtaining financial securities licenses. Open to relocating for the right opportunity.
Overview
12
12
years of professional experience
Work History
AVP/Relationship Banker
Guaranty Bank & Trust
2021.01 - Current
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills
- Grew loan volume by 20%
- Analyzed customers' financial information to deliver personalized guidance
- Refer to Financial Advisor for customized financial planning and investment
- Cross-sell additional products and services offered by financial institution.
- Manage $14MM book of business
- Collaborated with teammates in order to grow business partners through prospecting, networking and follow-up activities
Branch Manager/Lender
Trustmark National Bank
2018.12 - 2020.12
- Offered guidance on loan applications while adhering to credit policy
- Collected and analyzed client's financial information
- Maintained friendly and professional customer interactions
- Submitted loan applications to underwriter for verification and recommendation
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Assessed employee performance and developed improvement plans.
AVP DDA Deposit Operations
FMBank
2012.11 - 2018.12
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills
- Ensured compliance with all applicable laws, regulations, and policies across organization
- Demonstrated strong problem-solving skills, resolving complex issues quickly and efficiently
- Conducted regular audits of 9 branches vault inventory levels for accuracy
- Promoted and led performance enhancement culture by actively coaching and mentoring 7 direct reports
Education
Bachelor of Business Administration (B.B.A.) -
University of Mississippi
Oxford, Mississippi12.1996
Skills
- Relationship Building
- Leadership
- Communication
- Integrity
- Finance
- Teamwork
- Analytical and Critical Thinking
- Customer Service Experience
- Detail-oriented
- Corporate Communications
- Business Development
- Business Administration
Volunteer Experience
- Graduate, Jim Ingram Community Leadership Institute
- Board Member, Regional Rehabilitation Center
- Board Member, Neighborhood Development Corporation
- Ambassador, Community Development Foundation
- Past President & Lifetime Member, National Association of Junior Auxiliaries
- Volunteer, Past Leadership Cabinet Co-Chair, United Way of North Mississippi
References
Available Upon Request
Timeline
AVP/Relationship Banker
Guaranty Bank & Trust
2021.01 - Current
Branch Manager/Lender
Trustmark National Bank
2018.12 - 2020.12
AVP DDA Deposit Operations
FMBank
2012.11 - 2018.12
Bachelor of Business Administration (B.B.A.) -
University of Mississippi
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