Traci Walker Email & Phone Number

Richmond, Virginia, United States

Helped establish and manage the new business services unit (lending products) for the credit union, as well as day-to-day business operations. Manage the business loan portfolio. Processing and credit analysis of business and commercial loan requests, and underwriting of Treasury Services products. Established and managed vendor relationships. Business lending product development and management to include the business loan origination system configuration with the responsibility to build… Show more Helped establish and manage the new business services unit (lending products) for the credit union, as well as day-to-day business operations. Manage the business loan portfolio. Processing and credit analysis of business and commercial loan requests, and underwriting of Treasury Services products. Established and managed vendor relationships. Business lending product development and management to include the business loan origination system configuration with the responsibility to build, design, and test the employee and member loan portal, and assist with developing the business account and loan product suite for the credit union.Evaluated the creditworthiness of business clients and prepared credit proposals.Monitored and managed credit risk through ongoing analysis and proactive measures. Show less

Richmond, Virginia, United States

Top 5 processor on the leaderboard in March, April, May 2022

Virginia, United States

Managed the Coliseum branch in Hampton, with 8 direct reports.

Virginia Beach, Virginia

Formerly BB&T. As a Branch manager and small business development specialist, my expertise is consumer and small business banking, loan solutions including fixed and variable rate business loans, lines of credit, including home equity lines, insurance, long-term savings/investments, and more. ✅ Provided cash flow solutions to small businesses with revenue up to $2 million; lending authority up to $250,000 ✅ Led the Haygood branch to #1 in sales production in the Virginia East region… Show more Formerly BB&T. As a Branch manager and small business development specialist, my expertise is consumer and small business banking, loan solutions including fixed and variable rate business loans, lines of credit, including home equity lines, insurance, long-term savings/investments, and more. ✅ Provided cash flow solutions to small businesses with revenue up to $2 million; lending authority up to $250,000 ✅ Led the Haygood branch to #1 in sales production in the Virginia East region for Quarter 1 2020. ✅Played an active role in my community through the Lighthouse Project and weekly onsite financial insight presentations with local business owners, employee @Work Financial Wellness benefit meetings, and complementary financial reviews with clients and prospects. Show less

Norfolk, Virginia, United States

Served as client strategic partner and single point-of-contact for billing, contract negotiation, and support from implementation stage (including portal launch) through service and termination with ADP. Managed projects post-implementation for clients to include addition of company code (spin-off) transactions and other complex technical changes impacting the client setup and portal. Created focused initiatives that drove utilization of purchased ADP Comprehensive Services solutions and offer… Show more Served as client strategic partner and single point-of-contact for billing, contract negotiation, and support from implementation stage (including portal launch) through service and termination with ADP. Managed projects post-implementation for clients to include addition of company code (spin-off) transactions and other complex technical changes impacting the client setup and portal. Created focused initiatives that drove utilization of purchased ADP Comprehensive Services solutions and offer additional solutions to meet long-term client satisfaction and retention. Measured and evaluated progress, results, and impact in the client Partnership Plan.• Presented key human capital (i.e. turnover, pay equity, workforce statistics, overtime expenses, etc.) and utilization metrics during quarterly account reviews to guide strategic decisions and planning aligned to clients’ company objectives• DataCloud, Salesforce, Litmos (LMS) SME and ADP Workforce Now HRIS system administrator, hosting nationwide Webex meetings to train relationship managers on system optimization and adoption.✅Co-authored the Salesforce playbook manual for RMs✅Created customized employee portal rollout video training courses for each of my clients in the Litmos learning platform. Show less

Norfolk, Virginia Area

Results-driven, customer-oriented sales leader for the financial center, responsible for generating revenue and growth through new client acquisition and relationship deepening with small business and consumer clients. Managed a book of business of approximately 800 clients through proactive outreach, follow-up, and financial reviews.Additional responsibilities included: • RM cluster leader 2017• Employee Advisory Panel member• 2017 Virginia Associate Engagement Counsel… Show more Results-driven, customer-oriented sales leader for the financial center, responsible for generating revenue and growth through new client acquisition and relationship deepening with small business and consumer clients. Managed a book of business of approximately 800 clients through proactive outreach, follow-up, and financial reviews.Additional responsibilities included: • RM cluster leader 2017• Employee Advisory Panel member• 2017 Virginia Associate Engagement Counsel Representative for the South Hampton Roads Market (job satisfaction team): created and implemented the VA Ambassador recognition program. • Peer Coach mentor for training new hire Relationship Managers, assisting with their growth, development, training, and success in role Show less

• Ensured consistent operational excellence/compliance. Lead the branch in the manager’s absence.• Analyzed statistical reports to uncover and leverage performance and trends. Coached a team of associates to exceed performance targets. • Handled problem scenarios by resolving issues to retain and deepen client relationships• Conducted daily morning huddles to share procedural updates, practice role-play scenarios, and share best practices.• Performed monthly safety inspections… Show more • Ensured consistent operational excellence/compliance. Lead the branch in the manager’s absence.• Analyzed statistical reports to uncover and leverage performance and trends. Coached a team of associates to exceed performance targets. • Handled problem scenarios by resolving issues to retain and deepen client relationships• Conducted daily morning huddles to share procedural updates, practice role-play scenarios, and share best practices.• Performed monthly safety inspections, which included interior/exterior facility inspections, camera, and fire extinguisher inspections. Scheduled and executed surprise cash counts, with monthly reconciliation of forms. • Managed staffing and wrote schedules; cash and office supply procurement; initiated facility work order requests.• 4th Quarter 2014 Retail banking top performer in role (gold award). Show less

Norfolk, Virginia Area

· Retail banking top performer 2nd Quarter 2013 for top 10% nationwide performance· Provided checking, long and short-term savings, retirement, small business, and credit products following a consultative sales approach; provided world-class account servicing· Consistently referred to all business partners to meet clients' specialized needs, such as mortgage, investment, auto loan, and merchant service products. · Ranked #1 Personal Banker in the market for KPI metric December… Show more · Retail banking top performer 2nd Quarter 2013 for top 10% nationwide performance· Provided checking, long and short-term savings, retirement, small business, and credit products following a consultative sales approach; provided world-class account servicing· Consistently referred to all business partners to meet clients' specialized needs, such as mortgage, investment, auto loan, and merchant service products. · Ranked #1 Personal Banker in the market for KPI metric December 2013. Chosen to speak on a panel of top-performing bankers in the Tidewater area to share sales practices in the April 2014 regional Personal Banker Sales Rally. Show less

Norfolk, Virginia Area

· Circle of Excellence award winner in 3rd Quarter 2012 for being a top five performer in role for the market.· Performed both Teller and Personal Banker (sales) functions for the banking center. Consistently exceeded referral goals and maintained 100% balancing accuracy.

Norfolk, Virginia Area

· Recipient of the Professional Teller Gold Award for top-performance nationwide in 2011.· Consistently exceeded referral rate goal. Sole-control vault custodian, as well as teller cash dispenser (TCD) custodian.· Ordered office supplies for the banking center, as well as managed cash-in and -out shipments for the branch through the cash ordering system.

Norfolk, Virginia Area

• Professionally scored middle to high school state-wide student educational assessments on the Virginia Alternate Assessment Project, Virginia Grade-Level Assessment, Alternative Maryland State Assessment, Texas Assessment of Knowledge and Skills, Arkansas Reading, Kentucky Social Studies Extended Response, and Ohio Achievement Assessment scoring projects. • Evaluated student responses in a reliable manner and scored according to customer-supplied rubric. Successfully internalized training… Show more • Professionally scored middle to high school state-wide student educational assessments on the Virginia Alternate Assessment Project, Virginia Grade-Level Assessment, Alternative Maryland State Assessment, Texas Assessment of Knowledge and Skills, Arkansas Reading, Kentucky Social Studies Extended Response, and Ohio Achievement Assessment scoring projects. • Evaluated student responses in a reliable manner and scored according to customer-supplied rubric. Successfully internalized training and customer scoring guide, after passing a set of qualifying tests required in order to score for Pearson. • Due to high rate and reliability scores, I scored as an Advanced Resolutions Scorer on the VAAP, ALT-MSA, and TAKS projects to resolve issues when discrepancies occurred between first and second scores. Show less

Glen Allen, Virginia, United States

Master Of Business Administration (Mba), Business Administration And Management, General, 4.0

Activities and Societies: Beta Gamma Sigma Studying, experiencing, and implementing the Design Thinking process to tackle wicked problems.

Bachelor Of Arts (Ba), English, 3.95

Activities and Societies: Phi Kappa Phi Honor Society Minors: Religious Studies, British Studies Graduated with institutional honors.

Accounting, 4.0

Activities and Societies: Phi Theta Kappa Honor Society Studied and utilized accounting programs and software, including: Quickbooks Sage.