Experience

Bank of China (Hong Kong)

• Banking
• 700 & Above Employee

• Customer Service Manager

  • Dec 2022 - Present



ICBC (Asia)

• Hong Kong
• Banking
• 500 - 600 Employee

• Assistant Manager

  • Aug 2019 - Apr 2023

  Greater Bay Area Corporate Banking Department - Provide sales services to customers including account openings, AML checking, deposit quotation, remittance & banking. - Coordinate and track internal business reporting of the business unit. - Cross-sell bank’s customer products, if any, to potential customers. - Act as coordinator for the Department to liaise with customers and other depart- ments in daily operations. - Perform KYC of corporate clients, mainly for SMEs. Corporate Account Openings documents checking. - Perform internal control reports and analyzed reports. - Control the risks involved in the operation of financial transactions. - Perform ad-hoc tasks as assigned. Show less



Shanghai Commercial Bank Ltd

• Banking
• 400 - 500 Employee

• Senoir Relationship Officer

  • Sep 2015 - Mar 2019

  Retail Banking Position: Senior Relationship Officer - North Point Branch (Mar 2018 - Mar 2019) " In supervising the daily operations of the branch to ensure compliance with estab- lished internal guidelines and regulatory requirements. " Motivated the operations team to deliver quality customer service and cross-sell bank products and services. " Assisted in overseeing various counter services and back office administration to ensure proper service delivery and processing. " Checked and verified various transactions, clearing and account matter. " Performed administrative duties and act as the secondary custodian of in- ternational money orders, traveller checks, gift checks, safe deposit box and other transactional products, including ATM card, credit card, deposits, gold bar/coin, remittance, etc. " Observed service performance of counter service staff and provide appropriate assistance whenever required. " Assisted in handling customer complaints in a professional manner. Position: Relationship Officer - Hennessy Road Branch (Sep 2015 - Mar 2018) " Performed daily counter duties. " Handled accounts opening and closing, updated customer information. " Handled customers’ and internal enquiries for services. " Ensured accurate balances of the counters and the procedural propriety of all transactions. " Completed other ad-hoc tasks as assigned. Show less



Bank of China (Hong Kong)

• Banking
• 700 & Above Employee

• Customer Service Officer

  • Aug 2013 - May 2015

  Retail Banking " Performed daily counter duties involving Cash, Exchange, Fixed Deposit, Cheque Deposit, Auto-pay, Account Transfer. " Processed outward and inward remittance. " Provided customer service and handled enquiries from counter. " Handled accounts opening and closing, updated customer information. " Conducted AML checking and completed KYC process for all accounts required. " Cross-sell banking products. Retail Banking " Performed daily counter duties involving Cash, Exchange, Fixed Deposit, Cheque Deposit, Auto-pay, Account Transfer. " Processed outward and inward remittance. " Provided customer service and handled enquiries from counter. " Handled accounts opening and closing, updated customer information. " Conducted AML checking and completed KYC process for all accounts required. " Cross-sell banking products.