Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracey Johnson

Dorchester

Summary

Results-driven professional with extensive experience in leading banking operations. Skilled in team development, enhancing customer experiences, and achieving financial goals through a culture of continuous improvement and employee engagement.

Overview

37
37
years of professional experience

Work History

Branch Manager

Santander Bank
South Boston and Multiple locations
09.1989 - Current
  • Oversaw branch performance and daily operations, ensuring excellent customer experience, meeting financial goals, and maintaining efficient operations.
  • Led and coached a team, managed sales activities, deepened customer relationships, and complied with banking regulations.
  • Developing a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all team members.
  • Direct overall branch performance, leading team to achieve sales targets, optimize operational processes and enhance customer satisfaction.
  • Develop and implement sales strategies to grow revenue and market share.
  • Motivate sales teams to effectively manage a pipeline of prospects and customers.
  • Engage in consultative conversations with customers to offer tailored solutions that enhance their financial well-being, foster customer loyalty and increase branch productivity.
  • Analyzed branch performance data to inform strategic decisions, improving overall branch performance and operational efficiency.
  • Coach and develop team members, setting clear expectations, enhancing performance and fostering professional development.
  • Utilize digital technologies and platforms to enhance customer interactions, educate them on self-service options and drive business outcomes.
  • Provide an elevated experience, simplifying processes for customers while ensuring exceptional customer service.
  • Manage escalated customer problems and provide effective solutions.
  • Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
  • Managed risk and compliance within a complex business environment, followed all company policies and regulatory requirements.
  • Supported nearby branch locations to meet operational demands.

Education

Some College (No Degree) - Finance

New England College of Finance
Boston

Skills

  • Operational management
  • Financial management
  • Risk assessment
  • Compliance auditing
  • Customer relationship management
  • Team leadership
  • Customer experience

Timeline

Branch Manager

Santander Bank
09.1989 - Current

Some College (No Degree) - Finance

New England College of Finance
Tracey Johnson