Summary
Overview
Work History
Education
Skills
Timeline
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Tracy Boyd

HENDERSON,NC

Summary

Professional Assistant Manager, skilled at informing clients about banking products and services while recommending best options to meet needs. Results-oriented, self-motivator with over 19 years in general bank operations, sales and branch management. Excellent interpersonal skills.

Overview

27
27
years of professional experience

Work History

Accounts Receivable Specialist

Greystone Concrete Products, Inc.
08.2019 - Current
  • Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
  • Reduced outstanding accounts receivable balances by diligently reviewing accounts and following up on overdue payments and pursuing collection of funds.
  • Ensured the accuracy of customer records.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Maintained payroll and benefits for employees.(Including payroll hour calculations, payroll taxes, IRS tax payments, Maintaining medical insurance, life and STD coverage for associates, as well as 401K deductions and payments)
  • Maintain accurate records for truck fleet(ensuring NCDOT, IRP, FMCSA compliance, as well as NCDMV registration)
  • Perform data entry for inventory and inventory pricing.

Financial Center Assistant Manager

Bank Of America
12.2014 - 08.2019
  • Performed many daily client facing transactions including cash handling transaction, teller transactions, account opening/maintenance, and loan applications.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Assessed teller performance and develop action plans to ensure success.

Teller Operations Specialist

Bank Of America
07.2004 - 12.2014
  • Provided high level of customer service through a friendly approach and timely assistance with customer needs.
  • Lead and coach teller staff to accurately process transactions, balance, and complete referrals for new accounts
  • Complete supervisor reviews and overrides for tellers
  • Process simple and complex teller transactions
  • Ensure the center is in compliance with federal regulations

Teller

Bank Of America
01.2000 - 07.2004
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Maintained teller drawer to perform bank transactions.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed purchase of cashier's checks, traveler's checks and money orders.

Product Consolidation Manager

Royal Home Fashions
10.1998 - 12.1999
  • Review inventory in plant to uncover product that is to packaged in required quantities.
  • Pull loose products and repackage appropriately to be shipped to retail stores.
  • Ensured Plant 6 had sufficient shipping supplies by completing box inventory and ordering.

Education

High School Diploma -

Warren County High School
Warrenton, NC
1995

Skills

  • Interpersonal skills
  • Strong customer relations
  • Client-focused
  • Employee relation
  • Constructive attitude
  • Expertise in cash transactions
  • Staff management
  • Compliance, banking laws and regulations
  • High level of accuracy
  • Excellent time management skills
  • Meticulous attention to detail
  • Self-sufficient
  • Microsoft Excel Proficient
  • Bookkeeping

Timeline

Accounts Receivable Specialist

Greystone Concrete Products, Inc.
08.2019 - Current

Financial Center Assistant Manager

Bank Of America
12.2014 - 08.2019

Teller Operations Specialist

Bank Of America
07.2004 - 12.2014

Teller

Bank Of America
01.2000 - 07.2004

Product Consolidation Manager

Royal Home Fashions
10.1998 - 12.1999

High School Diploma -

Warren County High School

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