Summary
Overview
Work History
Education
Skills
Accomplishments
Educational Details
Courses - Short Courses
Contact Details
Drivers License
Disabilities
Personal Information
Interests
Timeline
Generic
Tracey Theresa Ferreira

Tracey Theresa Ferreira

Manager
Johannesburg

Summary

Highly skilled specialist with a proven track record of consistently delivering impactful results. Collaborative and adaptable, excelling in team environments and adjusting to evolving needs to ensure successful outcomes. Possesses expertise in [specific skills relevant to field], driving the achievement of objectives with unwavering reliability and focus.

Overview

28
28
years of professional experience
2
2
Languages

Work History

Specialist: Business Banking Health Sector

Standard Bank of South Africa
07.2020 - Current
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Followed all company policies and procedures to deliver quality work.
  • Championed the adoption of new software tools that streamlined workflows across multiple departments.
  • Conducted in-depth market research for identifying new business opportunities.
  • Conducted comprehensive competitor analysis to inform strategic decisions.
  • Improved team collaboration by initiating regular strategy meetings.
  • Developed training materials to enhance staff proficiency and productivity.
  • Enhanced customer satisfaction with timely and accurate issue resolution.
  • Analyzed sales data to identify trends and adjust marketing strategies accordingly.
  • Assisted in developing strategic plan that aligned with long-term company goals.
  • Led cross-functional team to launch new product, exceeding initial sales forecasts.
  • Generated reports detailing findings and recommendations.
  • Collected, arranged, and input information into database system.
  • Created and managed project plans, timelines and budgets.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Helped meet changing demands by recommending improvements to business systems or procedures.

Branch Manager Sandton City

Standard Bank
04.2014 - 04.2015
  • Manage staff compliment of approx
  • 40 people
  • Scheduling
  • Meeting budgets and sales
  • People Management
  • ATM
  • Appraisal was: A fully Met

Private Banker, Senior Private Banker

Standard Bank
05.2010 - 04.2014
  • To manage a portfolio of high net worth clients in Private Bank
  • Top retain, expand and acquire clients and to ensure that sales and service targets are met, whilst adhering to processes and procedures to ensure compliance and reduce risk
  • Sales to be achieved according to budgets set
  • To achieve sales objectives
  • Identify opportunities for wealth creation
  • Extensive understanding of clients in portfolio
  • Maintain a relationship with clients
  • Visit clients on a regular basis
  • Client retention
  • Client acquisition
  • Resolve client complaints
  • Cross-Selling all market relevant products and services to clients
  • Liase and create relationships with different departments and maintain high level of respect and to ensure customers needs are met internally and externally

Private Banker

Nedbank
04.2010 - 12.2010
  • To manage a portfolio of high net worth clients in Private Bank
  • Top retain, expand and acquire clients and to ensure that sales and service targets are met, whilst adhering to processes and procedures to ensure compliance and reduce risk
  • To achieve sales objectives
  • Identify opportunities for wealth creation
  • Extensive understanding of clients in portfolio
  • Maintain a relationship with clients
  • Visit clients on a regular basis
  • Client retention
  • Client acquisition
  • Resolve client complaints
  • Cross-Selling all market relevant products and services to clients

Private Banker

Nedbank
12.2005 - 04.2010
  • To manage a portfolio of high net worth clients in Private Bank
  • Top retain, expand and acquire clients and to ensure that sales and service targets are met, whilst adhering to processes and procedures to ensure compliance and reduce risk
  • To achieve sales objectives
  • Identify opportunities for wealth creation
  • Extensive understanding of clients in portfolio
  • Maintain a relationship with clients
  • Visit clients on a regular basis
  • Client retention
  • Client acquisition
  • Resolve client complaints
  • Cross-Selling all market relevant products and services to clients

Team Leader/Branch manager: Old Mutual Division

Nedbank
01.2010 - 03.2010
  • 3 staff members reporting to me (Bankers)
  • Ensure monthly targets are met
  • Retain clients and client acquisition
  • Feedback to be given to regional manager
  • Take care of budget
  • Ensure expenses are carefully taken care of
  • Responsible for marketing of brand within the branch

Secretary: Assistant to General Manager to Personal Financial Services

Absa
01.2000 - 12.2005
  • Taking calls
  • Arranging appointments
  • Arranging flights
  • Ensuring that Bankers figures are submitted
  • Taking minutes of meetings
  • Collate staff leave
  • Collate feedback from managers and submit to GM

Business Analyst/Support

Absa
01.2000 - 12.2005
  • To provide risk analysis to the Relationship Manager on new and existing clients
  • Prepare and verification of credit application
  • Liase with credit
  • Handle Client according to Group
  • Capture or update securities on system
  • Verify client details
  • Request property valuations on the system on behalf of RM (full property detail essential)
  • Compilation of client information
  • Draw Enquiries from FBSS System
  • Deeds office search on FBSS System
  • Obtain external bank reports and other client information
  • Confirm receipt of all client information or documentation
  • Ensuring analysis and motivation of credit application from RM
  • Analyze assets and liabilities of clients
  • Forward application to Credit Department for approval
  • Liasion with SBU and other service providers
  • Communicate with credit department
  • Communicate with Processing Hub - Facility Letters
  • Communicate with Business Bank
  • Handling all credit related queries
  • Review of existing client portfolios

Team Leader for Business Analysts

Absa
01.2000 - 12.2005
  • Look after a team of 4 Business Analysts/Support
  • Ensure that all applications are submitted on time to credit
  • Ensure that the documentation are submitted correctly
  • Ensure that feedback is given at all time and that applications are in SLA
  • Ensure that leave is accurately split
  • Ensure that reports are handed in time
  • Ensure that sales figures are submitted to Regional Manager
  • Ensure that operational issues are taken care of
  • Ensure that documentation are submitted
  • Working Hours are submitted to Manager

Relationship Manager

Absa
01.2000 - 12.2005
  • To manage a portfolio of high net worth clients in Private Bank
  • Top retain, expand and acquire clients and to ensure that sales and service targets are met, whilst adhering to processes and procedures to ensure compliance and reduce risk
  • To achieve sales objectives
  • Identify opportunities for wealth creation
  • Extensive understanding of clients in portfolio
  • Maintain a relationship with clients
  • Visit clients on a regular basis
  • Client retention
  • Client acquisition
  • Resolve client complaints
  • Cross-Selling all market relevant products and services to clients

Secretary/Office Assistant/Pr Officer

Bill Paterson (Pty) Ltd
01.1997 - 12.2000
  • Operating switchboard
  • Booking meetings
  • Editing articles
  • Taking care of office duties
  • Ensuring payments are made on time to relevant parties
  • Stationery orders

Education

High School - English, Afrikaans, Biology, History, Typing, Business Economics

Silver Oaks High School
01.1990 - 01.1995

Certificate - undefined

Educon Training Centre

Diploma - Public Relations & Secretarial

Kelly Green Oaks College
01.1997 - 11.1997

Diploma - Banking/Financial Services

Institute of Bankers
01.2003 - 01.2004

Diploma - Bank Fais=Dep 1A

Damelin

Leadership Development Programme - undefined

Gordon Institute of Business Science
02.2007 - 11.2007

Bachelors Marketing And Management Science - Project Management

Institute of Marketing Management
Johannesburg
05.2011 - 11.2012

Financial Markets

Financial Academy of Markets
Johannesburg
04.2001 -

Skills

  • Empowering Team Growth
  • Collaborative Team Member
  • Adaptable Learner
  • Reliable Time Management
  • Committed to Team Development
  • Microsoft Word Proficiency
  • Excel Proficiency
  • Microsoft PowerPoint Expertise
  • ABSA FBSS System
  • Nedbank Systems (NTE, CMS, CAN, Staffware 10i, Banking Platform, Valuations System, Credit card System, Card System)
  • Genesis Journey Implementation

Customer relations

Team collaboration

Analytical thinking

Root-cause analysis

Continuous improvement

Documentation management

Resource allocation

Accomplishments

  • Professionalism Award, Zarina Bassa, 2004, Absa
  • Best Banker Performer with Financial Planner, 2007, Old Mutual, Cape Town
  • Banker awards for all quarters, 2006, 2007, Nedbank
  • Service Person Award, May, 2008, Nedbank
  • Team Work award, 2011, Standard Bank Private Banking
  • Hello Peter compliments, 2012
  • Offshore award, 2012
  • Customer Service award, 2013, Suite

Educational Details

Silver Oaks High School, 1990 - 1995, English, Afrikaans, Biology, History, Typing, Business Economics, Educon Training Centre, 1996, Certificate, Kelly Green Oaks College, 01/1997 - 11/1997, Diploma in Public Relations & Secretarial, Institute of Bankers, 2003 - 2004, Diploma in Banking/Financial Services, 2006 (NQF4), Damelin, 2006, Bank Fais=Dep 1A, Gordon Institute of Business Science, 02/2007 - 11/2007, Leadership Development Programme, 2008, Academy of Financial Markets, 02/2011 - 11/2012, Blue Heals Programme, 2018

Courses - Short Courses

  • Company Profiles
  • Data Quality Training
  • Money Laundering Training
  • FAIS Training
  • Foreign National Training
  • Deceased Estates
  • New Account Requirement
  • Home Loan Training
  • Credit Card Training
  • Foreign Exchange Training
  • Data Governance
  • Diversity Awareness
  • On Line Share Trading
  • Private Bank Etiquette
  • HIV/Aids Awareness
  • Affinities
  • Money Laundering
  • Letters of Guarantee
  • Employment Equity Awareness Training
  • Corporate Governance
  • Understanding the National Credit Act
  • Code of Banking Practice
  • Risk Compliance
  • Occupational Health and Safety Act
  • Money Laundering Control Awareness
  • Introduction to FAIS
  • Loan Protection Assurance
  • Presentation Training
  • NCA Technical and Functional Training Workshop
  • CAN System Sales and Distribution

Contact Details

071 880 7035

Tracey.Ferreira@standardbank.co.za

Drivers License

B, 01/07/03

Disabilities

None

Personal Information


  • Dependents: 2
  • Date of Birth: 07/15/76
  • Nationality: South African
  • Marital Status: Single

Interests

Constant People Adaption to change

Emergent Markets Knowledge

Timeline

Specialist: Business Banking Health Sector

Standard Bank of South Africa
07.2020 - Current

Branch Manager Sandton City

Standard Bank
04.2014 - 04.2015

Bachelors Marketing And Management Science - Project Management

Institute of Marketing Management
05.2011 - 11.2012

Private Banker, Senior Private Banker

Standard Bank
05.2010 - 04.2014

Private Banker

Nedbank
04.2010 - 12.2010

Team Leader/Branch manager: Old Mutual Division

Nedbank
01.2010 - 03.2010

Leadership Development Programme - undefined

Gordon Institute of Business Science
02.2007 - 11.2007

Private Banker

Nedbank
12.2005 - 04.2010

Diploma - Banking/Financial Services

Institute of Bankers
01.2003 - 01.2004

Financial Markets

Financial Academy of Markets
04.2001 -

Secretary: Assistant to General Manager to Personal Financial Services

Absa
01.2000 - 12.2005

Business Analyst/Support

Absa
01.2000 - 12.2005

Team Leader for Business Analysts

Absa
01.2000 - 12.2005

Relationship Manager

Absa
01.2000 - 12.2005

Secretary/Office Assistant/Pr Officer

Bill Paterson (Pty) Ltd
01.1997 - 12.2000

Diploma - Public Relations & Secretarial

Kelly Green Oaks College
01.1997 - 11.1997

High School - English, Afrikaans, Biology, History, Typing, Business Economics

Silver Oaks High School
01.1990 - 01.1995

Certificate - undefined

Educon Training Centre

Diploma - Bank Fais=Dep 1A

Damelin

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Tracey Theresa FerreiraManager