Tracy O'Kane, Dipfa

Tracy O'Kane, Dipfa Email and Phone Number

Assistant Vice President Advice @ Bank of Scotland (part of Lloyds Banking Group)
edinburgh, edinburgh, united kingdom
Tracy O'Kane, Dipfa's Location
Greater Glasgow Area, United Kingdom
About Tracy O'Kane, Dipfa

Successful and highly motivated experienced Diploma qualified Financial Advisor with an impressive career working within the Financial Services Industry. Is self motivated and focused to achieve sales in a competitive and target driven environment. Personable, natural approach when working with branch network and clients. Excellent communicator, is reliable, supportive and driven. Specialities:- Extensive knowledge of financial products (Investment and Protection)- Fully compliant with risk and compliance with an exceptional track record throughout career- Sales & Business Development, achieves challenging targets- Relationship Building- Organisational - manages and prioritises self and others to optimise results

Tracy O'Kane, Dipfa's Current Company Details
Bank of Scotland (part of Lloyds Banking Group)

Bank Of Scotland (Part Of Lloyds Banking Group)

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Assistant Vice President Advice
edinburgh, edinburgh, united kingdom
Employees:
1713
Tracy O'Kane, Dipfa Work Experience Details
  • Barclays Wealth And Investment Management
    Assistant Vice President Advice
    Barclays Wealth And Investment Management Oct 2014 - Present
    Glasgow
  • Bank Of Scotland (Part Of Lloyds Banking Group)
    Financial Adviser
    Bank Of Scotland (Part Of Lloyds Banking Group) 2000 - Present
    Key aim is delivering financial planning services to HBOS customers (low and high net worth) and put effective solutions in place to help with their financial needs.- Products include both investment and protection from the range of Scottish Widows and St Andrews Life- Work in partnership with branch managers and their staff to achieve both my individual targets and the branch network targets.
  • Hbos
    Mortgage Adviser
    Hbos 1996 - 2000
    Selected by District Manager to set up a branch new Halifax flagship branch in West End of Glasgow. This included:- Opening the branch full day Saturdays (first branch to do so)- Training staff on mortgage products- Establishing the branch as a whole, the business and customer service.- Exceeded target expectations over and above initial prediction resulting in another full time Mortgage Advisor being recruited.
  • Hbos
    Retail Sales Desk Mortgage Adviser
    Hbos 1995 - 1996
  • Hbos
    Branch Manager
    Hbos 1994 - 1995

Tracy O'Kane, Dipfa Skills

Rdr Cefa Cemap Qualified People Skills Relationship Management Negotiation Protection Advice Investments Mortgage Lending Finance Consulting Sales Business Development High Level Of Accuracy Risk Compliance Risk Governance

Tracy O'Kane, Dipfa Education Details

  • Diploma In Financial Services, Level 4 (Rdr)
    Diploma In Financial Services, Level 4 (Rdr)
  • Cefa Qualified
    Cefa Qualified
  • Cemap/Mortgage Qualified
    Cemap/Mortgage Qualified

Frequently Asked Questions about Tracy O'Kane, Dipfa

What company does Tracy O'Kane, Dipfa work for?

Tracy O'Kane, Dipfa works for Bank Of Scotland (Part Of Lloyds Banking Group)

What is Tracy O'Kane, Dipfa's role at the current company?

Tracy O'Kane, Dipfa's current role is Assistant Vice President Advice.

What schools did Tracy O'Kane, Dipfa attend?

Tracy O'Kane, Dipfa attended Diploma In Financial Services, Level 4 (Rdr), Cefa Qualified, Cemap/mortgage Qualified.

What skills is Tracy O'Kane, Dipfa known for?

Tracy O'Kane, Dipfa has skills like Rdr, Cefa, Cemap Qualified, People Skills, Relationship Management, Negotiation, Protection Advice, Investments, Mortgage Lending, Finance Consulting, Sales, Business Development.

Who are Tracy O'Kane, Dipfa's colleagues?

Tracy O'Kane, Dipfa's colleagues are Lisa Beattie, Johanna Mulvihill, Grant Carr, Edel Gibbons, Claire Scobie, Nicola Drainer, Craig Kennedy.

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