Tracy Armstrong

Wildcard
DISC Type : cis

Vice President, Treasury Management Sales Officer at SouthState Bank

Greater Houston, United States

Overview

Tracy Armstrong is the Vice President of Treasury Management Sales at SouthState Bank, with a focused career in treasury solutions at institutions like Texas Capital Bank and Cadence Bank. A graduate of Oklahoma Christian University, she is described by past managers as a "5 STAR employee" who is ethical and efficient.

Tracy is a proponent of professional growth and celebrating teamwork, viewing new roles as key opportunities for development. She also shows support for female empowerment in the corporate world by sharing content that highlights women in business and leadership.

Interesting fact: A former manager who supervised her for three years stated they had "never been more pleased with an employee. "

Personality Overview

Friendly But Slow

ROI Driven

Requires Proof

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Treasury Solutions
Her career is dedicated to consulting with clients on strategies to manage cash flow and streamline treasury operations efficiently.
Process Improvement
Praised by former managers for her ability to streamline processes, a key theme in her past roles analyzing client workflows.
Client Relationships
Her background highlights actively managing complex client relationships and providing excellent customer service to drive satisfaction and growth.

Media Appearances

Tracy has no verified media appearances

Work History

4-2026
Vice President, Treasury Management Sales Officer at SouthState Bank
5-2024 - 4-2026
AVP, Treasury Management Officer at PNC
10-2022 - 5-2024
AVP, Associate Treasury Management Officer at PNC
9-2021 - 10-2022
AVP, Treasury Solutions Associate at Texas Capital Bank
3-2021 - 9-2021
AVP, Treasury Management Business Analyst at Cadence Bank, N.A.

Education

2006 - 2010
Bachelor of Science from Oklahoma Christian University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Houston, United States Job Level : Senior Designation : Vice President, Treasury Management Sales Officer at SouthState Bank
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Tracy

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Tracy take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Tracy

Personality Compatibility


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