See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

TM

Tracy Morning

Retirement Coordinatror at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">T Rowe Price</span>
Intro Book
Tracy Morning, a seasoned professional with 17 years of experience in management, training, and customer service, holds a strong background in cosmetology and crm, with education in Baltimore, Maryland.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Skills
  • Cosmetology
  • Management
  • Training
  • Customer Service
  • Budgets
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Tracy Morning is a seasoned professional with extensive experience in management, customer service, and training. She has held various leadership positions, including Retirement Plan Coordinator at T Rowe Price, where she managed daily communications with clients and maintained a schedule for year-end processing. Prior to this role, Tracy worked as a Service & Sales Associate at Chevy Chase Bank, where she assisted with management functions, achieved individual sales goals, and provided excellent customer service. Tracy also served as an Operational Manager at Stop Shop, where she managed daily store operations, resolved customer issues, and coached direct reports.

Experience

  • T Rowe Price
    • Retirement Coordinatror
      • Mar 2007 - Present
  • T-Rowe Price
    • Retirement Planning Coordinator
      • Mar 2007 - Present

      The Retirement Plan Coordinator serves as the main point of contact for communications with theRetirement Plan clients. In this position I manage daily communications with T-Rowe Associatesand external Client&#39;s to maintain and improve client relationships at T-Rowe. This position is hereto de...

  • Chevy Chase Bank
    • Service & Sales Associate
      • Apr 2006 - Mar 2007

      and maintains sales culture by cross selling to enhance and secure customer relationships.Open and closing of the branch daily. Help customers with any issues they might have with thereaccount over the telephone and in the branch. Maintain good customer service skills to retain thecustomers rela...

  • Provident Bank of Maryland
    • Operational Manager
      • Jan 1999 - Jan 2006

      Assists the Branch Manager with all management functions including staffing, performanceappraisals, training, one on one coaching, staff meetings, rewards and recognition, employeeretention, career path/promotions, performance improvement plans, salary recommendations,and terminations. Supports a...

  • Stop Shop
    • Bookkeeper and Manager
      • Jan 1993 - Jan 2004

      Manage and oversee the daily operations of the store. Resolves customersissues. Overall duties as a manager are the opening and closing of the location.Resolved employees&#39; issues they may have with their registers so that they balanceevenly. Approved vacations and manage the schedule weekly. ...

  • Provident Bank
    • Operations Manager
      • May 1994 - Mar 2002

Education

  • 1990 - 1993
    Mergenthaler Vocational Technical High School
  • 1990 - 1993
    Mervo
  • Baltimore Maryland

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Management Consulting”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles