Megan Tracy

Experience

• 

  Best Buy

  Aug 2013 - Jan 2014

  Sales

  Provide feedback and coaching to sales consultants to improve performances. Increase customer experience through adherence to the Five Customer Promises. Utilize the knowledge of home and mobile electronics to help customers make an informed purchasing decision. Use operating system to track daily and monthly performances of sales team members. Continue to use training tools in order to stay current with technology to drive profitable growth and enhance customer experience.

• 

  Uline

  Jan 2014 - Dec 2014

  Customer Service

  Communicate with customers via phone, email and chat to assist with placing orders, product inquiries, account and order information, and credit adjustments. Process orders with speed and accuracy while being a customer advocate. Work with internal departments to meet customer’s needs and to resolve issues that may arise.

• 

  U.S. Bank

  Dec 2014 - now

  Pull and analyze reports to measure branch compliance and follow operating guidelines to ensure satisfactory passing of Retail Quality Assurance assessments. Train, manage, and coach staff of up to eight employees to meet branch and company expectations as well as focusing on employee development. Manage day-to-day functions of the branch, including, but not limited to, customer-related and employee-related issues, operational tasks, and staff scheduling. Assist District Performance Analyst with informally auditing high-risk branches and peer coaching managers within the district to adhere to RQA standards. Execute continued training of employees to effectively be the first line of defense to any internal and external risk. Uncover and present ways to enhance and refine current procedures to stay aligned with regulatory and policy changes. Show less Responsibilities include but are not limited to opening accounts, processing lending applications, handling transactions, selling/cross-selling bank products and services, and resolving customer service issues. Responsible for sales and service activities at corporate and university sites. Represents Bank at offsite events including tabling events, financial wellness seminars and workplace banking events. Refers customers to other areas of U.S. Bank as appropriate. Converts service opportunities into sales events. Show less

  • Technology Issue Coordinator Manager

    Nov 2023 - now

  • Regulatory Issue Management

    May 2018 - Nov 2023

  • Administrative Assistant

    Sept 2017 - May 2018

  • Sales and Service Manager

    May 2016 - Sept 2017

  • Personal Banker

    Dec 2014 - May 2016