TRACY L CAMPBELL

• Built trust and long-term partnerships with key stakeholders through consistent service excellence and SLA achievement
• Acted as primary escalation contact for critical accounts, resolving complex issues with cross-functional collaboration
• Monitored client health scores using analytics tools to enable early intervention and trend analysis
• Partnered with senior leadership to drive account growth and reduce client attrition
• Conducted regular business reviews to align on goals, share performance metrics, and uncover growth opportunities
• Translated evolving client needs into actionable service enhancements and tailored success strategies
• Designed and executed proactive outreach campaigns to sustain engagement and satisfaction
• Presented monthly service reports to clients and internal teams, adhering to service management best practices
• Championed a culture of Client Excellence through responsive, data-informed support
• Identified upsell opportunities via strategic account reviews, offering customized solutions aligned with client goals
• Led continuous improvement initiatives based on client feedback, enhancing product and service offerings
• Collaborated across departments to swiftly resolve service-related challenges and optimize outcomes

• Delivered exceptional customer service by addressing inquiries related to products, pricing, and availability, ensuring a seamless and informed client experience.
• Cultivated a friendly and professional rapport with customers, fostering trust and long-term relationships.
• Maintained expert-level product knowledge to optimize customer solutions and drive sales performance.
• Proactively identified clients’ broader banking needs and collaborated with KeyBank partners to deliver tailored financial solutions.
• Acquired new merchant services relationships through strategic outreach, leveraging referrals from KeyBank banking centers and external prospecting within assigned territory.
• Actively engaged in targeted sales campaigns, managing lead lists and referrals from Retail, Business Banking, Private Banking, and Treasury to expand client base and revenue streams.

• Ensures client satisfaction by managing end-to-end operational relationships, serving as a strategic liaison between clients and internal teams.
• Cultivates strong partnerships with Relationship Managers and cross-functional support teams to align service delivery with evolving business objectives.
• Leverages project management expertise to lead initiatives that enhance client experience, streamline operations, and support regulatory compliance.
• Drives proactive relationship development through regular engagement with senior client operations leaders, including outbound communications and strategic check-ins.
• Facilitates seamless client communication regarding association releases, regulatory updates, platform enhancements, fee adjustments, and system upgrades.
• Conducts ongoing analysis of client processing environments to identify inefficiencies, implement cost-saving strategies, and optimize operational workflows

• Strategically identified customer needs to effectively position Merchant POS products, software, service offerings, and loyalty solutions tailored to each business’s operational goals.
• Proactively sourced new merchant account opportunities, leveraging market insights and relationship-building to expand client base and drive revenue growth.
• Collaborated extensively with current and prospective businesses, conducting in-depth needs assessments before proposing customized solutions that aligned with their long-term objectives.
• Partnered with the Sales Team to achieve and exceed performance targets, consistently delivering results through consultative selling and cross-functional coordination.
• Surpassed personal sales goals by 125%, demonstrating a strong ability to convert insights into action and deliver high-impact outcomes.

• Ensure Client Satisfaction: Maintain and strengthen the overall operational relationship with clients, serving as a trusted point of contact to uphold service excellence.
• Strategic Partnership Building: Collaborate closely with Relationship Managers and cross-functional support teams to align business goals with client needs and service expectations.
• Proactive Relationship Development: Drive ongoing engagement through strategic outreach, including outbound communications with senior client operations leadership.
• Client Communication & Delivery Oversight: Facilitate seamless communication regarding association releases, regulatory updates, platform enhancements, fee adjustments, and system upgrades.
• Operational Analysis & Optimization: Continuously monitor client processing environments to identify opportunities for improved efficiency, risk mitigation, and cost reduction strategies.

• Duties include retail bank partnering and self-sourcing of new merchant sales opportunities, as well as internal networking with other Wells Fargo business units.
• Identify the needs of customers to best position Merchant POS Products, Software, Service, and Loyalty solutions.
• Exceeded monthly goals as well as one-time revenue.
• 3 Years Presidential Award
• Achieved or exceeded company-defined sales quotas.