The document is a resume for Tracee LaSerre. It summarizes her skills and extensive professional experience in employee relations, project management, training, and human resources spanning over a decade between Wells Fargo Bank and Huntington National Bank. She has received numerous awards and recognition for consistently exceeding sales goals and coaching/training excellence.
1. Tracee LaSerre
509 Park Ridge Dr.
Clayton, NC 27527
419-779-7426 or 919-553-9443
Tracee.m.laserre@wellsfargo.com
Skills Summary
Employee Relations
Implementation and Project Management
Facilitates meetings
Highly organized and proactive
Ability to work in fast paced environment
Relationship Building and collaboration
Human Resource
Proven Strong Leadership/Management
Understanding on Policy, Procedures, and Laws
Give Structure and Develop Teams
PROFESSIONAL EXPERIENCE:
Managed a range of activitiesrelatedtoemployee/laborrelations.
Coach and supportnewteammemberstoensure theyhave the skillstosucceed.
Train andmentornewStore Managers.
Facilitate Salesand CustomerService trainingclasses, bothin-personandviaconference call.
Developbankersinthe districtaroundsmall business.
Developed trainingmaterial thatisusedinthe lessons.
Createdcareerdevelopmentplans.
Coach,train and promote existing employeestotheirnextjoblevelwithinayear.
Ensure all compliance andauditproceduresare followedto passall annual audits.
Buildreferral networkwith internalsales partners.
Manage payroll andexpense budgets toensure profitability.
Manage all Human Resource functionsincluding; performance coaching,corrective actionand
terminationsasnecessary.
Developeddaily,weekly,andmonthly salesactivity planstoachieve goals.
Analyze customerincome documents,creditreports,andprocess loans/underwrite.
Projectcoordinatoronmultiple eventsandprojects ex:Lockbox conversionorcorporate
events.
Mitigate riskto the bank andemployees,byimplementingpolicyandprocedure.
2. Increasedclient’sincome by providingsound investmentadvice.
Providedcreditreviewtoensure clientstookadvantage of lowestrates.
Opened new depositaccounts,certificatesof deposit,individual retirementaccounts,
annuities,life insurance policiesandwealthtransferaccounts.
Crosssell appropriate productsandservicestoeachclient.
Referred tootherbankcoleagues,tofurtheraclient’srelationshipwiththe bank.
Routinelyfollowedupwithclientstoensure needswere met.
Proactivelymade outboundcallstoincrease newbusiness.
Implementednew andmore efficientwaysforemployeesto increase jobperformance and
attaingoals.
Createdincentiveprogramsthatincrease productivityalongwithclientsatisfaction.
Preparedpresentationsandmanualsfortrainingandsecurity.
EMPLOYMENT HISTORY
Wells Fargo Bank,
March 2011 to Present; Store Manager/Assistant Vice President
October 2010 to March 2011; Underwriter
Huntington National Bank,
September 1999 to September 2010
Teller, Lead Teller, Collections Supervisor, Title Department, Legal, HR, Licensed
Banker/Assistant Manager
AWARDS AND RECOGNITION:
Won tripsfor hittingover200% of mysalesgoalsfor the year.
Rewardedwithdinners,andlunchesfor exceedinggoalsona monthlybasis.
ReceivedCertificatesof Excellence insuperstarperformance everymonth,since Ihave been
withWellsFargoforsales and service.
ReceivedCoachingExcellenceAwardseachquarterforthe trainingof new and existing
employees.
Consistentlyearn quarterandannual bonuses.
Multiple toprecognitionawardsforservice,compliance,andsalesinthe region
COMPUTER SKILLS:
ProficientinExcel,MicrosoftWord,Microsoft Outlook, INotes,ESS,Internet,PowerPoint,QuickBooks,
Passport,Streetscape,FBSIandotherbanksoftware systems.