Overview
Work History
Education
Skills
Timeline
Generic

Tracy Beaman

Gretna,NE

Overview

24
24
years of professional experience

Work History

Personal Banker

F&M Bank
Gretna, NE
05.2015 - Current
  • Supervise bank tellers to ensure efficient daily operations.
  • Support teller line operations by providing assistance during peak hours.
  • Facilitate opening of new personal and commercial accounts to enhance client portfolio.
  • Manage maintenance and updates of customer documentation to ensure accuracy and compliance.
  • Oversee maintenance and replenishment of onsite ATM to ensure operational efficiency.
  • Oversee maintenance of external digital signage and develop engaging new content.
  • Developed and update operations training manual to enhance employee onboarding processes.
  • Developed and distribute monthly employee newsletters to enhance internal communication.
  • Developed and destribute quarterly newsletters for kids club engagement.
  • Compile and present semi-annual board reports to inform strategic decision-making.
  • Manage bill payment processes for bank operations.
  • Analyze daily and monthly bank reports to enhance operational efficiency.
  • Oversee cash vault balancing and execute cash transactions with the Federal Reserve
  • Support loan officers in executing daily loan processing tasks.
  • Manage incoming calls and provide assistance to clients. Organize and maintain filing systems for documents. Scan and digitize documents for easy access.
  • Organize and execute marketing events to enhance brand visibility.

PinnBank and PinnBank for Business Representative

Pinnacle Data Services
Gretna, NE
07.2002 - 05.2015
  • Managed incoming phone calls and emails to provide customer support for online banking services.
  • Facilitated processing of online applications for electronic statements and bill pay services.
  • Facilitated processing of new applications for business clients through online banking systems.
  • Oversaw maintenance and updates of client information records.
  • Streamlined organization and maintenance of filing system to enhance document retrieval efficiency.
  • Executed daily processing of ACH files and transmitted information to Federal Reserve Bank.
  • Facilitated personal bankers in client interactions utilizing online banking systems.
  • Facilitated onboarding and training programs for new department employees.

Education

Associate of Applied Science - Business

Metropolitan Community College
Omaha, NE
05.1994

High School Diploma -

Gretna High School
Gretna, NE
05.1992

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Client relationship management
  • Positive attitude
  • Cash handling
  • Fraud prevention
  • Attention to detail
  • Relationship building and management
  • Banking policies and procedures
  • Issues resolution

Timeline

Personal Banker

F&M Bank
05.2015 - Current

PinnBank and PinnBank for Business Representative

Pinnacle Data Services
07.2002 - 05.2015

Associate of Applied Science - Business

Metropolitan Community College

High School Diploma -

Gretna High School
Tracy Beaman