Tracy Marlin
About Tracy Marlin
Tracy Marlin is a Financial Service Associate at CIBC with over three decades of experience in customer service, financial management, and supervisory roles.
Title
Tracy Marlin currently holds the position of Financial Service Associate at CIBC. She has been with the company since 1986 and has built a long-standing career in the financial services industry.
Customer Service Experience
Tracy Marlin has extensive customer service experience, which she developed as a core skill during her tenure as a Customer Service Representative at CIBC. Her role involved direct interaction with clients, addressing their needs and resolving issues to enhance customer satisfaction.
Financial Management and Client Advisory
In her role as a Financial Service Representative, Tracy Marlin gained significant experience in financial management and client advisory. She specialized in processing credit applications and handling investment products, providing clients with tailored financial solutions based on their unique needs.
Supervisory Experience
Tracy Marlin has demonstrated supervisory skills by managing the branch and overseeing staff in the absence of the branch manager. Her leadership skills include delegating tasks, managing team performance, and ensuring smooth branch operations.
Skills in Financial Operations Management
Tracy Marlin also manages the financial operations of her husband's dairy farm. Her responsibilities include organizing work schedules, processing payroll, and maintaining accurate financial records, showcasing her versatility and expertise in financial operations management.