Shannon Tracy
About Shannon Tracy
Shannon Tracy is a Relationship Manager at Paducah Bank, where she has worked since 2020. With eight years of experience as an Insurance Agent and Mortgage Loan Officer at State Farm, she specializes in assisting clients with financial decisions across various areas, including mortgages, lending, and budgeting.
Work at Paducah Bank
Shannon Tracy has been serving as a Relationship Manager at Paducah Bank since 2020. In this role, she focuses on assisting clients with various financial decisions, leveraging her expertise in interpersonal communication. Tracy's responsibilities include making product recommendations across multiple financial areas, including home mortgage, consumer lending, insurance, retirement, and budgeting. Her approach emphasizes understanding client goals to develop tailored financial strategies.
Previous Experience at State Farm
Prior to her current position, Shannon Tracy worked at State Farm from 2012 to 2020 as an Insurance Agent. During her eight years there, she also held roles as a Mortgage Loan Officer and Consumer Lender. This extensive experience provided her with a solid foundation in financial services, enabling her to assist clients effectively in navigating their insurance and lending needs.
Background in Financial Services
Shannon Tracy began her career in financial services at Springleaf Financial Services, where she worked as a Loan and Mortgage Originator from 2011 to 2012. This initial experience contributed to her understanding of both conventional and non-conventional financial means, allowing her to specialize in helping clients leverage their assets effectively.
Education and Expertise
Shannon Tracy studied at West Kentucky Community and Technical College, where she earned an Associate of Arts degree in Business, Management, Marketing, and Related Support Services. Her educational background supports her expertise in interpersonal communication, which is essential for assisting clients in making informed financial decisions.
Comprehensive Financial Planning Approach
In her role as a Relationship Manager, Shannon Tracy employs a comprehensive approach to financial planning. She prioritizes understanding her clients' goals to create a future blueprint that aligns with their financial aspirations. This method ensures that her recommendations are tailored to meet the specific needs of each client.