Traci Moxley
New Bern,NC
Overview
25
25
years of professional experience
Work History
Financial Services Specialist
First Citizens Bank
Havelock, NC
07.2023 - Current
- Offer sound financial recommendations to promote financial security, moving clients to take action.
- Interview clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Assist customers with auto loans, personal loans, home equity lines of credit along with credit cards and additional lending options to fit their needs
Senior Sales & Service Representative
First Citizens Bank
New Bern, NC
03.2022 - 06.2023
- Complete routine transfers, deposits and bill payments.
- Advise customers on bank products, services and financial planning options.
- Manage escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Assistant Branch Manager
Woodforest National Bank
Morehead City, NC
12.2016 - 03.2022
- Provide customers with account, loan product and available credit options to promote valuable decision-making maximizing branch profit.
- Monitor daily operations and branch management.
- Train, mentor and supervise team members. Partner with senior management to complete performance assessments.
- Maintained retention process to ensure the branch was meeting all necessary policies.
Customer Service Supervisor
Odyssey Logistics
Charlotte, NC
04.2007 - 06.2016
- Responsible for customer service to 9 clients with over $4 million annual transportation spend.
- Trained and assisted team members in optimal freight mode choice to minimize cost while meeting on time standards.
- Ensured client policy and procedures were followed by team members.
- New hire interview, training and performance evaluation.
- Responsible for initial "Go Live" for new clients including documenting work processes.
- Created and managed after hours on call schedule. Communicated all emergencies, delays due to weather and carrier schedule changes internally and externally.
- Assisted staff with resolving transportation, warehouse and supply chain issues, implementing targeted solutions.
Carrier Performance Agent
Odyssey Logistics & Technology
Charlotte, NC
10.2005 - 04.2007
- Assisted with managing carrier performance for all carriers within our networt
- Worked closely with Logistics Services and Procurement to identify supply chain solutions
- Conducted all new carrier on boarding meetings with Carrier Services Manager
- Implemented process for Carriers to automatically receive performance feedback on a regularly scheduled basis
- Assisted in development of Carrier scorecard and increased accuracy of scorecard report
- Actively worked to increase overall shipment status message network wide
- Responsible for ensuring tracking messages are received from carriers which was a newly implemented process.
- Analyzed performance data and implemented performance improvement plans with carrier base
Courier/Customer Service Representative
FedEx Express
Concord, NC
11.1998 - 10.2005
- Delivered and picked up packages ensuring on-time service was met.
- Trained new couriers on routes and administrative procedures.
- Goods Specialist through best practices in movement of dangerous goods. Maintained records for audit by FAA, DOT, IATA and FedEx.
- Educated customers in definitions of dangerous goods and suggested ways to reduce package rejection, spills, and/or fines. Certified Hazardous Materials Spill Cleanup Specialist.
- Audited international shipments for export requirements; trained as international specialist.
Education
Some College (No Degree) - Business Administration And Management
Rowan Cabarrus Comminity College
Concord NCSome College (No Degree) - Business Administration
Central Piedmont Community College
Charlotte, NCSkills
- Retail Bank Management
- MS Office proficient
- MS Teams
- Excellent People Management and Customer Service skills
- Financial Consultation
- Ground and air transportation
- Third Party Logistics
- LTL operations
- APICS Course Completed
Timeline
Financial Services Specialist
First Citizens Bank
07.2023 - Current
Senior Sales & Service Representative
First Citizens Bank
03.2022 - 06.2023
Assistant Branch Manager
Woodforest National Bank
12.2016 - 03.2022
Customer Service Supervisor
Odyssey Logistics
04.2007 - 06.2016
Carrier Performance Agent
Odyssey Logistics & Technology
10.2005 - 04.2007
Courier/Customer Service Representative
FedEx Express
11.1998 - 10.2005
Some College (No Degree) - Business Administration And Management
Rowan Cabarrus Comminity College
Some College (No Degree) - Business Administration
Central Piedmont Community College
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