Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracy Montgomery

Millsboro

Summary

Detail-oriented professional with strong problem-solving and time management abilities. Experienced in managing client accounts and resolving issues effectively, ensuring compliance and enhancing customer loyalty.

Overview

29
29
years of professional experience

Work History

Sales Associate

M&T Bank
Buffalo, Ny
10.2000 - Current
  • Delivered exceptional customer service, ensuring client satisfaction and fostering long-term relationships.
  • Assisted in identifying customer needs, providing tailored financial solutions to enhance account management.
  • Maintained accurate transaction records, ensuring compliance with banking regulations and internal policies.
  • Collaborated with team members to achieve sales goals, contributing to overall branch performance improvements.
  • Trained new associates on product knowledge and customer engagement techniques to support team development.
  • Analyzed client feedback to identify trends and recommend enhancements in service delivery processes.
  • Built relationships with customers to encourage repeat business.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Engaged with customers to build rapport and loyalty.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Resolved customer complaints with patience and understanding, restoring customer confidence.

Banker

First Keystone Federal
Media, PA
02.1997 - 06.2000
  • Managed client accounts, ensuring compliance with banking regulations and internal policies.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Educated customers on features and benefits of banking products and services.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Opened, closed, and updated accounts for customers.

Education

High School Diploma -

Chester High School
Chester PA
06-1997

Skills

  • Customer service
  • Teamwork and collaboration
  • Time management
  • Problem-solving skills
  • Listening skills
  • Multi-tasking strength
  • Problem-solving
  • Excellent people skills
  • Exceptional customer service
  • Verbal/written communication

Timeline

Sales Associate

M&T Bank
10.2000 - Current

Banker

First Keystone Federal
02.1997 - 06.2000

High School Diploma -

Chester High School
Tracy Montgomery