Tracey Calabrese
Summary
Banking professional with extensive experience. Recognized for driving sales growth, and delivering exceptional customer service. Achieved a #3 ranking in the PA region for personal sales in 2018. Expertise in regulatory compliance and effective team training. Proficient in identifying cross-selling opportunities that enhance client satisfaction and improve operational efficiency. Experienced in financial management, accounting processes, and compliance reporting, with a strong ability to build and lead teams.
Overview
10
10
years of professional experience
Work History
Assistant Branch Supervisor
Fulton Bank
08.2023 - 04.2025
- Oversaw daily operations, ensuring efficiency, while maintaining regulatory compliance
- Focused and developed training within the retail banking team
- Drove growth of sales and provided excellent customer service
- Addressed and resolved customer related issues
- Collaborated with other team members and partners, as well as oversaw support for online banking services
Assistant Branch Manager
WSFS Bank
08.2017 - 11.2022
- Supervised call center operations during Bryn Mawr Trust merger for six months.
- Mentored associates in regulations, policies, and daily transactions.
- Developed consultative sales expertise in deposit and retail loan products.
- Identified cross-selling opportunities to meet small business needs.
- Engaged in daily customer service interactions to enhance satisfaction.
- Managed escalation hotline for efficient resolution of customer concerns.
- Monitored foreign payments for merchant service and small business referrals exceeding $100,000.
- Acted as ambassador during mergers with Alliance Bank, Penn Liberties, and Bryn Mawr Trust.
Personal Banker III
Bryn Mawr Trust
10.2014 - 08.2017
- Executed standard monetary transactions for various accounts and loan payments.
- Performed thorough audits on ATMs, cash drawers, and branch vaults.
- Facilitated account and loan openings while advising consumers on suitable products.
- Managed scheduling for branch associates to optimize operational efficiency.
Education
Delaware County Community College
Media, PASkills
- Regulatory compliance
- Sales growth
- Customer service
- Team training
- Operational efficiency
- Cross-selling strategies
- Sales oriented- Finished #3 In PA Region 2018 for WSFS Bank
References
References available upon request.
Timeline
Assistant Branch Supervisor
Fulton Bank
08.2023 - 04.2025
Assistant Branch Manager
WSFS Bank
08.2017 - 11.2022
Personal Banker III
Bryn Mawr Trust
10.2014 - 08.2017
Delaware County Community College