Tracey Prieto has over 10 years of experience in business banking and relationship management at Wells Fargo and Compass Bank. She has a proven track record of exceeding sales goals and building strong client relationships. Currently she works as a Business Banking Specialist in Houston, where she provides customized solutions to small business clients and generates new business through community involvement and networking.

1. TRACEY PRIETO
Houston, TX 77346 832.236.6411
Tracey.Prieto@wellsfargo.com
BUSINESS BANKING SPECIALIST
IDENTIFY MARKET OPPORTUNITIES THROUGH CLIENT INSIGHT
CREATE BREAKTHROUGH GAINS IN REVENUE VIA CLIENT SERVICING
Build external relationships quickly, strengthening customer loyalty and driving business growth.
Results achieved by applying in-depth knowledge, experience, and unique background in business
and private banking. Engaging, competitive leader known for building strong relationships and
creating an environment of collaboration that fosters synergies across departments. Excellent
leadership, problem solving, communication, and relationship-building skills.
Account Management | Strategic Planning | Customer Satisfaction | B2B Sales | Direct
Sales | Employee Development
PROFESSIONAL EXPERIENCE
Wells Fargo July 2007 – Present
Humble, TX
Business Specialist | Brokerage Associate
Led the district in proactively growing and deepening relationships with existing small business
customers as well as actively prospecting for new Wells Fargo small business clients.
 Implemented plan for earning all of the business of a small business owner, including their
consumer and small business needs.
 Further deepened the relationship by ensuring retention and exercising excellent customer
service in all customer interactions.
 Achieved profitability objectives by meeting the customer’s needs and financial goals. Done by
becoming the “go to” person for small business clients, by helping them see the value of having
a knowledgeable banker to educate them on business lending and development.
 Gave complete focus and attention to every small business opportunity: deposits, lending,
payroll , merchant, insurance, retirement partnerships.
 Generated new business clients by visiting a minimum of 10 new businesses on a weekly basis.
 Awarded credit choice star award on consecutively on quarterly basis for the last 3 years.
 Recognized by the Southwest Credit Champion Club on multiple occasions.
 Increased business sales in the Humble location, reduced technical exception errors, built
internal partnerships with personal bankers.
 Coached and trained business advocates and other business specialist when asked through our
district.
 Achieved up to 538% of loan volume goals and 400% of partner goals
 Catalyst Program nominee for 2013 achieving investment referral dollars exceeding $300, 000.

2. TRACEY PRIETO tracey.prieto@wellsfargo.com PAGE TWO
Compass Bank October 2002 – April 2006
Houston, TX
Personal Banker
Led team in achieving required sales goals and partner relationship goals.
 Produced at a top performing sales level by servicing clients.
 Exceeded loan volume and unit goals for Home Equity, Auto, and Business lending.
 Developed sales plans to ensure branch and personal goals were exceeded.
 Partnered with Financial advisers, mortgage consultants and wealth management
ACTIVITIES AND COMMUNITY INVOLVEMENT
Ladies United In Vision April 2009 – Present
South Texas
District Marketing Developer
A non-profit organization that raises funds for underprivileged teenagers, provides necessity items to
foreign mission fields, offers college scholarships, provides emergency relief funds for national
disasters, and assist in organizing community events.
EDUCATION |LICENSING | CERTIFICATIONS
Series 6 & 63 Security License, Life and Health Insurance License
Pursuing Degree from University of Houston in Business

3. Performance Review Comments
Christopher Smartt, Branch Manager – Humble
2014-2015
2015
 Tracey had another great performance in the third quarter. I truly feel that this has been
her finest. She had to manage through some adversity, and once again, has proven she is
very knowledgeable and capable. With Tracey's help, we have finally nailed down a process
that is working great at Humble. She has done this by taking several bankers under her
wing to help a multitude of business clients. She has owned Small Business in our store and
continually leads the team. Great Work!
 One CIP error and three T.E.'s for third Quarter. With the complex clients and relationships
that Tracey works with, this is an excellent job managing risk. I have great confidence in
her ability to protect the bank and open accounts with the highest integrity.
 Tracey is actively involved in the community and works to establish working relationships
with clients, bankers, and partners. Keep up the great work!
 Tracey truly understands the value of building referral relationships and long-term
partnerships. She works with BBG and merchant services, to name a few. She has an
established relationship with the Chamber of Commerce. Tracey exhibits strong networking
behaviors that leads to her ability to put up big numbers each and every quarter.
 Tracey continues to set herself a part as a very dependable employee. She consistently
performs above her required metrics and always exceeds her goals.
 Tracey has proven over another successful year that she is one of the best. She is a dream
to manage as she is a self-starter, self-motivator, and a go-getter. She continues to develop
fruitful and long lasting relationships with both clients and bankers. She is keen on what is
expected of her, and she pushes herself to improve. I am excited to see what she does in
the coming year, she has an exceptionally bright future with Wells Fargo Bank.
2014
 Tracey is that employee that you wish you could have ten of. She is one of the best bankers
I have ever had the privilege to work with. I say that, not as flattery, but as a sincere
testament to her work ethic and ability to do great things.
 Tracey is a valuable asset to this team. She works hard and effectively on her own. She
does not need to be micro-managed as she is always aware of her goals and what she
needs to achieve them.
 Tracey is a very determined employee, and one of her strongest attributes is that she can
work easily and successfully without constant supervision. She is a strong appointment
setter, and that is key to her success. She works her book of business regularly, and her
customers rave about her.
 Tracey approaches her position, like no other banker. She needs very little encouragement
or direction, as she is highly motivated and a go-getter.
 Tracey is very important to this team. She handles her business, her customers, and the
tasks she has been assigned with professionalism and expertise. She is a true blessing, and
she is a pleasure to manage.