Tracy White

• Deliver exceptional service to clients, enhancing relationships for future business opportunities.
• Researched issues and made prompt decisions for efficient resolutions.
• Managed and updated physical and digital client account records for accuracy.
• Established sustainable client relationships through effective communication and interpersonal skills.
• Increased customer satisfaction ratings by resolving inquiries and offering solutions quickly.
• Identified opportunities to attract, acquire, and retain customers, boosting profitability.
• Minimized operational risk by adhering to Bank and industry Code of Conduct.

• Led, coached, and developed team members to achieve operational excellence and enhance branch performance.
• Contributed to the execution and achievement of the team and the branch's customer experience targets by coaching and modeling appropriate attributes and behaviors.
• Monitored compliance with TDBFG policies, procedures, and conduct guidelines for all team members.
• Organized training sessions for new staff members on company policies, procedures, and systems related to customer service operations.
• Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.

.

• Advised clients on optimal financial solutions for investment and credit products, aligning recommendations with their unique goals and needs.
• Enhanced business objectives by proactively attracting, acquiring, and retaining clients.
• Executed business processes and procedures promptly and accurately, contributing to organizational effectiveness.
• Ensured protection of organizational interests through effective risk identification and management, escalating non-standard cases.
• Monitored customer accounts regularly for suspicious activity or fraud attempts.

• Delivered outstanding customer service in every interaction, enhancing overall customer experience.
• Provided escalation support to frontline teams, ensuring prompt and satisfactory resolution of customer problems.
• Created reports summarizing key performance metrics related to customer relations initiatives.
• Conducted thorough due diligence to verify the accuracy of customer transactions and activities.
• Reviewed reports to identify and prevent fraudulent activity.