Tracy Armstrong Email and Phone Number

Consults with clients and advises on solutions and strategies to manage their cash flow more efficiently. Analyzes the customer's current internal business processes and recommends a more streamlined solution that will maximize usage of Treasury products and services. Drives toward successful implementation planning, solution preparation, delivery to the client, and measurement of initiatives that are complex and strategic in nature.•Identify client's requirements and provide subject matter expertise regarding product implementation and file transmittal data mapping. •Create and manage project plans and timelines to ensure client is in production by requested go live date. •Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines. •Implement business processes and configuration necessary to meet client requirements. •Execute all necessary implementation agreements, contracts, and exhibits in order to adhere to all audit requirements.•Proactively offer client the best solutions to their Treasury Management needs.

Handled new account documentation from Treasury Management sales officers involving both commercial and personal accounts. Averaged 20-30 new accounts monthly. Provided excellent customer service and actively managed complex client relationships, grew and opened deposit accounts for the Treasury Management sales team, and provided solutions to customer inquiries.• Prepared documents, setup and troubleshooted all Treasury Management products, including: Remote Deposit Capture, ACH/Wires, and Sweep Accounts.• Opened, setup and managed all Promontory ICS / CDARS accounts.• Provided setup and technical support for online retail and business banking customers. • Assisted the Treasury Management Sales team with onboarding sales calls.• Founder of the Product Knowledge and Procedures Committee, which focused on creating a TMS manual and updating bank-wide forms.

Engaged in the front-end retail banking operations. Initially performed teller responsibilities before promotion to Universal Associate. •Met and greeted customers by name building relationships. Known for high quality customer service that sustained customer base and acquisition of new business.•Accurately maintained vault, cash drawer and coin machine balances.•Assisted in training new employees on proper teller techniques and the importance of customer interaction. •Participated in Handshake Marketing which connected Legacy Bank to new and current local businesses through monthly onsite visits with personal gifts.

Updated corporate documents including the Teller Manual, New Account Manual, Loan Policy and Compliance Policy. •Developed and updated all forms and technical documents company-wide. •Compiled new account information and organized into monthly report detailing location account openings, funds and distribution of accounts opened. •Assisted public relations leader with daily responsibilities, updating Legacy Bank's Facebook profile, attending bank promotional events and organizing the marketing budget.