Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tracey Maria Wilson

Pukekohe

Summary

Dedicated banking professional with a solid background at Bank of New Zealand, excelling in building strong client relationships and ensuring regulatory compliance. Proven ability to manage complex portfolios while demonstrating exceptional attention to detail and effective communication skills. Adaptable and results-driven, consistently prioritizing tasks to achieve client satisfaction and business goals.

Overview

27
27
years of professional experience

Work History

Private Banker - Secondment

Bank of New Zealand
08.2024 - Current
  • Strengthening existing client relationships and nurturing new ones, meeting with clients where possible to assess financial goals and recommend suitable banking solutions.
  • Implementing client retention strategies to minimize churn and strengthen loyalty.
  • Delivering exceptional service by resolving inquiries efficiently and in accordance with policy, ensuring compliance with all regulatory requirements.
  • Identifying and pursuing new business opportunities through targeted outreach to the Business and Commercial teams for internal referrals.

Senior Associate - Private Bank

Bank of New Zealand
07.2016 - 07.2024
  • Supported Senior Private Bankers with managing all aspects of client relationships and day-to-day banking needs.
  • Utilized CRM tools for tracking client interactions and enhancing service delivery.
  • Recommended products and services to assist clients in achieving goals including educating them around our online systems.
  • Assisted with providing credit facilities from onboarding and assessment to documentation and drawdown.

Centre Associate – Highbrook Partners Centre

Bank of New Zealand
08.2010 - 06.2016
  • Promoted the Partners Centre network by highlighting the facilities and benefits to clients.
  • Managed daily operations, overseeing front-of-house and logistical functions.
  • Developed technical skills to troubleshoot equipment issues, enhancing customer experience.
  • Planned and executed diverse internal and external events, managing all logistics from concept to delivery.

Administration & Events Coordinator - Corporate & Institutional Banking

Bank of New Zealand
08.1998 - 12.2003
  • Provided comprehensive administrative support to the Head of Corporate & Institutional Banking and Senior Relationship Managers.
  • Managed all incoming communications and delivered exceptional customer service when responding to phone calls and during face-to-face interactions with clients.
  • Assisted in preparing presentations, reports, and various administrative documents ensuring high-quality editing standards.
  • Planned and delivered corporate events managing all logistics and assisting guests on the day to provide them with the very best experience.

Education

Certificate of Supervisory Management And Business Administration -

Auckland University of Technology
Auckland, NZ
07-1994

Skills

  • Building and maintaining strong relationships
  • Active listening and effective communication
  • Financial processes and attention to detail
  • Adaptability and flexibility
  • Multitasking and task prioritization
  • Regulatory compliance and portfolio management

Accomplishments

  • BNZ Chevron Winner 2023 – Mahia te mahi | Own It
  • BNZ Chevron Nomination 2022 – Mahia te mahi | Own It
  • BNZ Chevron Nomination 2012 – Going the extra mile

Timeline

Private Banker - Secondment

Bank of New Zealand
08.2024 - Current

Senior Associate - Private Bank

Bank of New Zealand
07.2016 - 07.2024

Centre Associate – Highbrook Partners Centre

Bank of New Zealand
08.2010 - 06.2016

Administration & Events Coordinator - Corporate & Institutional Banking

Bank of New Zealand
08.1998 - 12.2003

Certificate of Supervisory Management And Business Administration -

Auckland University of Technology

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Tracey Maria Wilson