Tracey Wilson
Bristol,BST
Summary
Dynamic professional with extensive experience as a Bank Manager at HSBC Bank, excelling in customer service and relationship building. Proven ability to enhance operational efficiency and staff performance through effective coaching. Skilled in confidential information management and appointment scheduling, consistently delivering tailored financial solutions that drive customer satisfaction and loyalty.
Overview
20
20
years of professional experience
Work History
Receptionist Administrator
Sirona Care and Health
10.2015 - Current
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Contributed to a positive work environment through excellent interpersonal skills and genuine care for colleagues and Patients needs or concerns.
- Oversaw office equipment maintenance to support continuous and uninterrupted operations.
- Coordinated meeting room bookings, optimizing space utilization and accommodating diverse needs.
- Maintained inventory of office supplies, preventing shortages and supporting daily operations.
- Handled complaints and questions, and re-directed calls to other team members.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
- Maintained a clean, organized, and welcoming reception area with updated reading materials for visitors while monitoring security by verifying visitor credentials and issuing visitor badges.
Bank Manager
HSBC Bank
07.2005 - 09.2015
- Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Built strong relationships with local businesses, fostering partnerships that benefited both parties.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
- Streamlined loan application processes for improved turnaround times, increasing customer satisfaction rates during borrowing experiences.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.
- Examined customer loan applications for loan approvals and denials.
- Enhanced staff training programs for continuous professional development, improving overall team capabilities and performance levels.
- Conducted regular audits to ensure adherence to regulatory requirements, maintaining a strong control environment.
- Negotiated favorable terms on lending agreements with clients while balancing risk exposure for the bank.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Complied with established internal controls and policies.
Skills
- Reception management
- File organization
- Appointment setting
- Reception area maintenance
- Mail handling
- Document scanning and digitization
- Document management
- Appointment scheduling
- Client relations
- Calendar management
- Visitor access management
- Confidential information management
- Office equipment maintenance
- Meeting support
- Policy enforcement
- Facilities management
- Mail routing
- Meeting coordination
- Visitor assistance
- Customer service
- Phone and email etiquette
- Data entry
- Multitasking and organization
- Administration and operations
- Relationship building
- Decision-making
- Support services
- Goal setting
Timeline
Receptionist Administrator
Sirona Care and Health
10.2015 - Current
Bank Manager
HSBC Bank
07.2005 - 09.2015
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