Tracy Swarthout Th. D.
Assistant Vice President, Senior Small Business Banking Relationship Manager (LO)
- Role
- Senior Small Business Banking Relationship Manager (Lo), AVP at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Tracy Swarthout Th. D.
I’m Dr. Tracy Swarthout, Vice President and Business Banking Relationship Management…
Experience
Senior Small Business Banking Relationship Manager (Lo), AVP
Jan 2012 — Present · Charlotte, NC, US
Manages a portfolio of Small Business Relationships in a centralized environment with a focus on customer relationship development, customer experience, and risk management. Through a proactive advocate approach, I promote the growth of the business by introducing and implementing plans that help reduce the time and expense involved in collecting funds, investing and making payments. This comes from understanding more about how each business is structured as well as the industry. In addition to managing day-to-day transactions including AR, AP, Funds reporting, inventory, risk, marketing and business plans. This involves building partnerships across line of business and at times negotiating terms.
Skills
- Marketing
- Recruiting
- Business Development
- Team Building
- Leadership
- Program Management
- Strategy
- Operations Management
- Public Speaking
- Human Resources
- Customer Service
- Management
- Strategic Planning
- Business Networking
- Sales
- Training
- Public Relations
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