Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

TRACY BLACKWELL

Columbia,SC

Summary

Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.

Overview

10
10
years of professional experience

Work History

Relationship Banker

Bank of America
Columbia, SC
06.2023 - 04.2024
  • 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.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Processed customer requests for withdrawals or transfers from existing accounts.

Assistant Branch Manager

1st Franklin Financial
Columbia, SC
12.2020 - 06.2023
  • Provided training to new employees on company policies and procedures.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Analyzed financial data and prepared reports on the branch's performance for senior management.
  • Managed daily cash flow activities including counting cash drawers at opening and closing times.

Credit Analyst

Staples Advantage
Columbia, SC
04.2014 - 09.2017
  • Analyzed customer payment histories to assess credit risk profiles.
  • Conducted detailed analysis of customers' liquidity, capital structure, borrowing capacity and debt serviceability.
  • Developed strategies to manage delinquent accounts and reduce overall portfolio risks.

Education

Associate of Applied Science -

Midlands Technical College
Columbia, SC
08-2020

Skills

  • Financial Advising
  • Account audits
  • Relationship building and management
  • Persuasive communication style
  • Cash Flow Management
  • Teller background
  • Money Handling
  • Customer Service-Oriented

Accomplishments

  • Received recognitions several months throughout the year as employee of the month for exceeding companies expectation for lending and collections.
  • Was given the task as a new hire trainee.
  • Given recognition for having extraordinary customer service.

References

References available upon request.

Timeline

Relationship Banker

Bank of America
06.2023 - 04.2024

Assistant Branch Manager

1st Franklin Financial
12.2020 - 06.2023

Credit Analyst

Staples Advantage
04.2014 - 09.2017

Associate of Applied Science -

Midlands Technical College

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TRACY BLACKWELL