Tracey Nash Email & Phone Number

East Anglia Region (previously London)

Peterborough, United Kingdom

Accountable for delivering expert advice and guidance to internal and external customers on a wide range of Private banking products and services building and maintaining strong relationships with high net worth clients to increase account value and maximise revenue potential.Working closely with clients to gain a thorough understanding of their needs and.

East Midlands

Responsible for the training and ongoing competency of a team of 24 Regulated Sellers across multi sites. Coaching and mentoring reports on all aspects of the role to ensure compliant and professional standards of service are delivered at all times whilst still achieving sales targets.Continuously develop myself to grow and retain my own product knowledge.

East Anglia

Responsible for the training, coaching and ongoing competency of a team of 8 Private Partners across the East region. Ensuring that they met FSA requirements for Mortgage sales and associated products.Development of their skills to improve cross sales penetration, quality of application submissions and file quality results thus working towards better.

London & South

Responsible for the sale of mortgages and associated mortgage products both face to face and via telephone sales. Supported local development of introduced mortgage business dealing with clients and brokers direct and over the phone from initial enquirer over policy and criteria through to processing, approval and drawdown of Broker applications for Third.