Tracy Berkley
Englewood,CO
Summary
Senior Administrative Assistant with 25+ years in banking, specializing in executive support, operations, and team leadership. Proven ability to manage priorities, improve processes, support compliance, and drive customer experience and employee engagement.
Overview
26
26
years of professional experience
Work History
Senior Administrative Assistant
BMO
11.2015 - Current
- Supported market leadership and branches in achieving production and operational goals by streamlining processes and enhancing communication
- Managed executive calendar, meetings, and communications to ensure alignment and optimal time management
- Coordinated hiring, onboarding, and HR-related processes to facilitate smooth transitions for new employees
- Ensure compliance, training completion, and audit readiness
- Lead projects and support customer experience and engagement initiatives
- Formerly Bank of the West
Financial Services Officer
BMO
12.2013 - 11.2015
- Advanced through multiple roles, achieving sales goals in each position
- Coached and trained team members to enhance performance and achieve targets
- Provided coaching and training to improve team performance
- Built client relationships, recommending tailored financial solutions to meet needs
- Contributed to Bank of the West's operations and services.
Customer Service Manager
BMO
05.2008 - 12.2013
- Led operations staff to achieve consistent service and sales results
- Conducted training sessions, performed audits, and managed monthly certifications
- Supported hiring and onboarding processes, contributing to employee development
- Employed by Bank of the West
Assistant CSM CSR
BMO
02.2006 - 05.2008
- Assisted branch sales and streamlined daily operations
- Executed transactions with precision and speed
- Employed by Bank of the West
Customer Service Representative
BMO
10.2002 - 02.2006
- Delivered customer support and processed daily transactions to ensure smooth service flow
- Supported branch operations and facilitated service delivery to enhance customer experience
- Employed by Bank of the West
Teller / Supervisor
Commercial Federal Bank
Englewood, Colorado
09.2000 - 10.2002
- Supervised daily operations of teller line, ensuring efficient service delivery.
- Trained and mentored new tellers on banking procedures and customer service.
- Managed cash audits to maintain accuracy and compliance with bank policies.
Education
Englewood High School
Englewood, COSkills
- Executive and Administrative Support
- Project Coordination
- Meeting coordination
- Calendar Management
- HR Process Management
- Microsoft Office Suite
- Time Management and Organization
- Client Relations
- Leadership and Coaching
- Bank Operations and Compliance Monitoring
Timeline
Senior Administrative Assistant
BMO
11.2015 - Current
Financial Services Officer
BMO
12.2013 - 11.2015
Customer Service Manager
BMO
05.2008 - 12.2013
Assistant CSM CSR
BMO
02.2006 - 05.2008
Customer Service Representative
BMO
10.2002 - 02.2006
Teller / Supervisor
Commercial Federal Bank
09.2000 - 10.2002
Englewood High School