Summary
Overview
Work History
Skills
Business Experience
Hobbies and Interests
Professional Development
Certification
Timeline
Generic

TRACEY COYNE

GREENSLOPES

Summary

Highly motivated and results-driven professional with extensive experience in international trade. Demonstrated ability to effectively lead, coach, and develop team members. Known for being a conscientious hard worker who consistently achieves outstanding results and maintains positive relationships with colleagues. Committed to providing exceptional customer service and meticulous attention to detail. Excels at working collaboratively within a team or independently to achieve desired outcomes.

Overview

35
35
years of professional experience
1
1
Certification

Work History

CLIENT SERVICE MANAGER QLD

COMMONWEALTH BANK
01.2013 - Current
  • Responsible for leading and working within a team that manages the end to end delivery of Trade Solutions across the Group working closely with Sales, Product Management and Operations teams to ensure delivery of strategy in line with the Group’s Global Trade Finance strategies and Risk Appetite Statement
  • Specifically across the CBA Group this involves:
  • Providing exceptional service to clients on their trade finance needs
  • Transaction processing of traditional and structured trade finance products
  • Facility implementation of traditional and structured trade finance products
  • Assist with client account management in defending and growing client base
  • Supporting sales channels and trade sales specialists
  • Collaborate with product management, operations and sales teams to ensure growth
  • Awareness of trends and developments in the trade environment
  • Comply with Bank policies, controls and frameworks, reporting any issues affecting the team to management and complying with all escalation protocols to minimise risk
  • Team management and coaching
  • Visited our processing vendor in Penang to understand current processes and procedures
  • Daily reports provided with a breakdown of shortfalls and fixes
  • Training programme written by myself to improve processes and provide a better understanding of work processes between the CBA and our processing vendor
  • Followed up by training to all middle office staff

MANAGER TRADE SOLUTIONS

COMMONWEALTH BANK
10.2010 - 01.2013
  • Responsible for working within a team that manages the end to end delivery of Trade Solutions across the Group working closely with Sales, Product Management and Operations teams to ensure delivery of strategy in line with the Group's Global Trade Finance strategies and Risk Appetite Statement
  • Providing exceptional service to clients on their trade finance needs
  • Comply with Bank policies, controls and frameworks, reporting any issues affecting the team to management and complying with all escalation protocols to minimise risk
  • Checking of documents under export letters of credit
  • Transaction processing of traditional and structured trade finance products
  • Assist with client account management in defending and growing client base
  • Supporting sales channels and trade sales specialists

INTERNATIONAL SERVICE CONSULTANT (QLD)

WESTPAC BANKING CORPORATION
01.2003 - 09.2010
  • Responsible for the coordination and administration of the international business transactions for corporate and high value commercial clients
  • Providing professional advice to clients on all aspects of international business including booking of forward and spot foreign exchange rates
  • Cross-selling of all products and services with regular customer visits
  • Assist the Sales Manager with new and current clients
  • Wintrade project
  • Selling Westpac’s Internet package to import and export clients
  • Visiting customers to provide training and assistance on Wintrade
  • Provided training to all clients on Wintrade (Including customers in USA and Canada)
  • Directed new business leads and other bank’s clients to Manager International Business resulting in new business for Westpac
  • Provided assistance to other team members during periods of varied workload volumes and temporary staff shortages

INTERNATIONAL SERVICE CONSULTANT (VIC)

WESTPAC BANKING CORPORATION
01.1990 - 01.2003
  • Responsible for the coordination and administration of the international business transactions for corporate and high value commercial clients
  • Providing professional advice to clients on all aspects of international business including booking of forward and spot foreign exchange rates
  • Cross-selling of all products and services with regular customer visits
  • Assist the Sales Manager with new and current clients
  • Impex project
  • Selling Westpac’s Internet package to import and export clients
  • Visiting customers to provide training and assistance on impex
  • Provided a high level of service to clients which resulted in clients requesting my services on a permanent basis
  • Directed new business leads and other bank’s clients to Manager International Business resulting in new business for Westpac
  • Provided assistance to other team members during periods of varied workload volumes and temporary staff shortages
  • Provided coaching and training to the whole department on the new operating system (trainer)

Skills

  • Client relationship building
  • Exceptional communication
  • Customer relations
  • Training and mentoring
  • Team building and leadership
  • Deadline oriented

Business Experience

  • CLIENT SERVICE MANAGER, QLD, 01/01/13, 12/31/25, COMMONWEALTH BANK, Responsible for leading and working within a team that manages the end to end delivery of Trade Solutions across the Group working closely with Sales, Product Management and Operations teams to ensure delivery of strategy in line with the Group’s Global Trade Finance strategies and Risk Appetite Statement., Providing exceptional service to clients on their trade finance needs., Transaction processing of traditional and structured trade finance products., Facility implementation of traditional and structured trade finance products., Assist with client account management in defending and growing client base., Supporting sales channels and trade sales specialists., Collaborate with product management, operations and sales teams to ensure growth., Awareness of trends and developments in the trade environment., Comply with Bank policies, controls and frameworks, reporting any issues affecting the team to management and complying with all escalation protocols to minimise risk., Team management and coaching., Visited our processing vendor in Penang to understand current processes and procedures. Daily reports provided with a breakdown of shortfalls and fixes., Training programme written by myself to improve processes and provide a better understanding of work processes between the CBA and our processing vendor. Followed up by training to all middle office staff.
  • MANAGER TRADE SOLUTIONS, 01/01/10, 12/31/13, COMMONWEALTH BANK, Responsible for working within a team that manages the end to end delivery of Trade Solutions across the Group working closely with Sales, Product Management and Operations teams to ensure delivery of strategy in line with the Group's Global Trade Finance strategies and Risk Appetite Statement., Providing exceptional service to clients on their trade finance needs., Comply with Bank policies, controls and frameworks, reporting any issues affecting the team to management and complying with all escalation protocols to minimise risk., Checking of documents under export letters of credit., Transaction processing of traditional and structured trade finance products., Assist with client account management in defending and growing client base., Supporting sales channels and trade sales specialists.
  • INTERNATIONAL SERVICE CONSULTANT, QLD, 01/01/03, 12/31/10, WESTPAC BANKING CORPORATION, Responsible for the coordination and administration of the international business transactions for corporate and high value commercial clients., Providing professional advice to clients on all aspects of international business including booking of forward and spot foreign exchange rates., Cross-selling of all products and services with regular customer visits., Assist the Sales Manager with new and current clients.
  • INTERNATIONAL SERVICE CONSULTANT, VIC, 01/01/97, 12/31/03, WESTPAC BANKING CORPORATION, Responsible for the coordination and administration of the international business transactions for corporate and high value commercial clients., Providing professional advice to clients on all aspects of international business including booking of forward and spot foreign exchange rates., Cross-selling of all products and services with regular customer visits., Assist the Sales Manager with new and current clients.
  • SIGNING OFFICER, INTERNATIONAL, 01/01/94, 12/31/97, WESTPAC BANKING CORPORATION, Responsible for all day to day supervisory activities including controlling, coaching and guiding approximately four staff members in new systems updates., Daily checking of work including all import and export documents, letters of credit, telegraphic transfers, corporate transit account, checking and clearing the diary report and completing officer appraisals.
  • INTERNATIONAL BUSINESS ASSISTANT, 01/01/90, 12/31/94, WESTPAC BANKING CORPORATION, Responsibilities included processing of import and export documentation, letters of credit, telegraphic transfers, balancing client’s liabilities and booking of forward and spot foreign exchange rates., Responsible for providing professional advice to clients on all aspects of international business.
  • TYPIST CLERK, INTERNATIONAL, 01/01/87, 12/31/90, WESTPAC BANKING CORPORATION, Responsible for typing of all schedules for customer’s documentation, memo’s and letters, processing of telegraphic transfers and general office filing.

Hobbies and Interests

  • Walking
  • Motorbike riding
  • Reading
  • Music
  • Travelling
  • Camping
  • Fishing
  • Cricket

Professional Development

  • Investment in excellence course, 1996
  • Basic computing, 1998
  • Windows basics, 1998
  • Mastering Relationship Selling course, 2001
  • Credit course, 2003
  • AFMA - Financial Services Core Module, 2005
  • AFMA – Foreign Exchange Specialist Accreditation, 2005

Certification

AFMA - foreign exchange specialist accreditation

Timeline

CLIENT SERVICE MANAGER QLD

COMMONWEALTH BANK
01.2013 - Current

MANAGER TRADE SOLUTIONS

COMMONWEALTH BANK
10.2010 - 01.2013

INTERNATIONAL SERVICE CONSULTANT (QLD)

WESTPAC BANKING CORPORATION
01.2003 - 09.2010

INTERNATIONAL SERVICE CONSULTANT (VIC)

WESTPAC BANKING CORPORATION
01.1990 - 01.2003
TRACEY COYNE