Joven Tan

Associate Customer Relationship Manager at Alliance Bank Malaysia Berhad
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Contact Information
us****@****om
(386) 825-5501
Location
Butterworth, Penang, Malaysia, MY
Languages
  • English Professional working proficiency
  • Chinese Native or bilingual proficiency
  • Malay Limited working proficiency
  • Cantonese Elementary proficiency
  • Traditional chinese Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Digital Marketing Professional Certification
    Digital Marketing Consultancy Sdn Bhd
    Oct, 2018
    - Nov, 2024

Experience

  • Alliance Bank Malaysia Berhad
    • Malaysia
    • Banking
    • 700 & Above Employee
    • Associate Customer Relationship Manager
      • Dec 2022 - Present

      To manager privilege customer financial portfolio & grow deposit. To manager privilege customer financial portfolio & grow deposit.

  • UOB
    • Singapore
    • Banking
    • 700 & Above Employee
    • Relationship Officer
      • Jan 2019 - Nov 2022

      Collaborate with Client Advisor to assist clients in accomplishing wealth management objectives. Develop and maintain professional understanding of customer base to assist Client Advisor deepening current relationships. Perform as key contact for selected customer relationships under Client Advisor guidance. Initiate apt activities to ensure on time and scheduled response to customers. Ensure to alert Client Advisor with respect to any delays along with potential issues. Support to open and link new accounts on One Source. Provide assistance to Client Advisor to attain approval on new account openings. Perform Name Screening and KYC customers before onboarding customers. Review independently all documents and link entire customer accounts to suitable relationship. Implement and supervise all unsolicited trade activities. Ensure to alert Client Advisor of prospective sales opportunities surface from discussions with clients. Conduct evaluation of client’s accounts. Collect mandatory information to analyse client situation. Develop and oversee relationships with clients performing alongside Client Advisor to ensure top level service provided to clients. Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products. Show less

  • OCBC
    • Singapore
    • Banking
    • 700 & Above Employee
    • Collection - Assistant Manager (E2P Penang)
      • Aug 2015 - Jul 2018

      •To call on 30 to 59 days delinquent and over limit secured accounts and follow up with borrowers to secure payments •Manage secured accounts in the Debt Manager Collection System to prevent control flow through of accounts to 60 days past due and to achieve targeted delinquencies •Manage and achieve daily productivity standards in terms of attempts; contacts, PTP Kept and amount collected. •Handle delinquent customers' request for interest waivers, queries and complaints •Ensure that collection actions taken are within corporate guidelines, and collection policies •Take on additional tasks and/or projects when assigned • Achievement: Received compliment from customer. Show less

  • Westlake International School
    • Kampar, Malaysia
    • Student Service and Administrative- Intern Trainee
      • Oct 2014 - Jan 2015

      • Provide professional receptionist service to parents, students, staff and visitors. • Update and maintain the school's marketing, student and prospects database. • Provide telemarketing and sales support to education organizational. • Assist in promotional activities of the school. • Nurturing children by observe their play activities. • Assist in children related activities such as painting, drawing, handicrafts and songs. • Provide professional receptionist service to parents, students, staff and visitors. • Update and maintain the school's marketing, student and prospects database. • Provide telemarketing and sales support to education organizational. • Assist in promotional activities of the school. • Nurturing children by observe their play activities. • Assist in children related activities such as painting, drawing, handicrafts and songs.

Education

  • Universiti Tunku Abdul Rahman
    Bachelor's degree, Marketing
    2011 - 2015
  • SMJK Chung Ling Butterworh
    STPM, Chinese Studies & Economic
    2009 - 2010

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