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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.
 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.
TLaSerreresume

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TLaSerreresume

  • 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.