Tracy Warren
Chesterfield,VA
Summary
Professional banking expert with extensive experience in client relationship management and financial advisory. Proven ability to drive client satisfaction and loyalty through effective financial solutions and strategic planning. Known for strong collaboration with team members and adaptability to changing market conditions, ensuring optimal results and seamless service delivery.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Truist Bank
09.2021 - Current
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
Universal Banker
Atlantic Union Bank
06.2020 - 09.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
Lead Teller
Atlantic Union Bank
12.2019 - 06.2020
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
Teller Coordinator II
SunTrust Bank
04.2014 - 10.2019
- Manage branch operational procedures to ensure compliance adherence, successfully passed all assessments
- Collaborate with business partners to drive solutions for consumer/business clients
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
- Responsible for coaching and development of teller team to ensure referral goals are met and corporate expectations and federal regulations are adhered to, and acts as 2nd in charges in absence of Branch Manager
- Manage branch cash vault daily $300-400K, including cash ordering/shipment
- Perform operational functions such as transaction approvals, cash controls, branch security, and internal controls
Education
A.A.S. - Accounting
Strayer University
01.2008
Skills
- Customer Service-oriented
- Resourcefulness
- Honest and dependable
- Reliable and responsible
- Problem-solving abilities
- Cash handling and management
Certification
- Notary Public - Virginia Secretary of State or other designated state authority.
- Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities.
Timeline
Senior Relationship Banker
Truist Bank
09.2021 - Current
Universal Banker
Atlantic Union Bank
06.2020 - 09.2021
Lead Teller
Atlantic Union Bank
12.2019 - 06.2020
Teller Coordinator II
SunTrust Bank
04.2014 - 10.2019
- Notary Public - Virginia Secretary of State or other designated state authority.
- Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities.
A.A.S. - Accounting
Strayer University
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