Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Tracy Derksen

Abbotsford,BC

Summary

Dynamic Assistant Branch Manager with a proven track record at Vancity Credit Union, enhancing operational efficiency and customer satisfaction. Expert in compliance management and staff development, I significantly improved audit outcomes and retention rates. Skilled in financial services and fostering team growth, my leadership boosted branch performance and revenue generation.

Overview

29
29
years of professional experience

Work History

Assistant Branch Manager

Vancity Credit Union
06.1995 - 06.2024
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Coached and developed branch staff by offering constructive feedback and Type training opportunities.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
  • Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.

Education

Accounting, Economics, Business Law, FP 1

BCIT

Skills

  • Banking
  • Operations Management
  • Business Development
  • Staff education and training
  • Compliance Management
  • Operational Efficiency
  • Loan expertise
  • Employee Scheduling
  • Staff Management
  • Loans
  • Sales expertise
  • Financial Services
  • Client Relationship Management
  • Cash Handling
  • Customer Retention
  • Sales management
  • Revenue Generation
  • Excellent work ethic
  • Team Player
  • Conflict Resolution
  • Coaching and Mentoring
  • Interviewing and Hiring
  • Decision-Making
  • Employee Development
  • Performance Reviews

Languages

English
Elementary

Timeline

Assistant Branch Manager

Vancity Credit Union
06.1995 - 06.2024

Accounting, Economics, Business Law, FP 1

BCIT
Tracy Derksen