Bob Leung

Bob Leung Email and Phone Number

Ajilon Consultant @ Bank of America
100 North Tryon Street, Charlotte,NC 28202,United States
Bob Leung's Location
Greater Cheshire West and Chester Area, United Kingdom
Bob Leung's Contact Details

Bob Leung work email

Bob Leung personal email

n/a
About Bob Leung

Experienced Banking Professional who has in depth knowledge of bank procedures and systems within Corporate Banking, with a proven track record of providing exemplary levels of service and delivering results that meet team objectives and clients expectations.Organised and self-motivated individual who is passionate about supporting clients, ensuring excellent service and helping them grow their business.Built successful relationships across the business to improve communication and support the delivery of the banks objectives. Pro-active in identifying opportunities to improve efficiency in the business whether through system enhancements, improved processes or coaching of colleagues.

Bob Leung's Current Company Details
Bank of America

Bank Of America

View
Ajilon Consultant
100 North Tryon Street, Charlotte,NC 28202,United States
Employees:
232061
Bob Leung Work Experience Details
  • Bank Of America
    Kyc Analyst
    Bank Of America Nov 2017 - Present
    Chester
    Responsible for performing/coordinating Tax documentation outreach for Clients across allGlobal Markets jurisdictions to satisfy CRS and FATCA Compliance requirements.The role requires close monitoring and detailed reporting to highlight progress made to GBAMOperations stakeholders.
  • Lloyds Banking Group
    Client Services
    Lloyds Banking Group Nov 2010 - Dec 2016
    Liverpool, United Kingdom
    To manage and develop new and existing client relationships, onboard new clients, deal with complex queries and escalations whilst working with clients, relationship teams and group operations.
  • Lloyds Banking Group
    Associate Relationship Manager
    Lloyds Banking Group Nov 2009 - Nov 2010
    Liverpool, United Kingdom
    To work closely with Relationship Directors to assist in the management of client relationships,providing ongoing credit analysis, develop product penetration from the existing client base and progress new opportunities whilst maintaining close contact with existing clients.
  • Lloyds Banking Group
    Business Manager
    Lloyds Banking Group Dec 2003 - Nov 2009
    Liverpool, United Kingdom
    To assist in the management of client relationships, including credit analysis, covenant monitoring, problem solving and researched switcher opportunities to build our portfolio.
  • Lloyds Banking Group
    Hr Officer
    Lloyds Banking Group Dec 2002 - Dec 2003
    Chester, United Kingdom
    Involved in a project investigating current and past trends in relation to staff turnover, salaries, bonuses and budgeting.
  • Lloyds Banking Group
    Team Leader
    Lloyds Banking Group Dec 2001 - Dec 2002
    Chester, United Kingdom
    Managed a team of twelve, generating income for Business banking. The team specifically targeted clients with dormant accounts to identify the reasons the accounts were dormant and try to re-activate the account whilst determining if they had other product requirements.

Bob Leung Skills

Commercial Banking Management Banking Portfolio Management Customer Relationship Management Portfolio Management Indepth Knowledge Of Bank Processes And Procedures Deliver Results For Clients Develop Client Relationships Strong Organisational Skills Demonstrated By Managing Team Workflow Delivery Of Departmental Initiatives Indepth Knowledge Of The Know Your Customer Process Effective Decision Making Skills Strong Problem Solving Skills Complaint Handling Expertise Excellent Verbal And Witten Communication Skills Effective Research And Analytical Skills Ability To Influence Others High Levels Of Accuracy Client Focussed Forward Thinking Credit Risk Credit Analysis Risk Management Business Relationship Management

Bob Leung Education Details

  • North East Wales Institute
    North East Wales Institute
    Ba (Hons) 2:1

Frequently Asked Questions about Bob Leung

What company does Bob Leung work for?

Bob Leung works for Bank Of America

What is Bob Leung's role at the current company?

Bob Leung's current role is Ajilon Consultant.

What is Bob Leung's email address?

Bob Leung's email address is bo****@****ofa.com

What schools did Bob Leung attend?

Bob Leung attended North East Wales Institute.

What skills is Bob Leung known for?

Bob Leung has skills like Commercial Banking, Management, Banking, Portfolio Management, Customer Relationship Management, Portfolio Management, Indepth Knowledge Of Bank Processes And Procedures, Deliver Results For Clients, Develop Client Relationships, Strong Organisational Skills Demonstrated By Managing Team Workflow, Delivery Of Departmental Initiatives, Indepth Knowledge Of The Know Your Customer Process.

Who are Bob Leung's colleagues?

Bob Leung's colleagues are Thomas Laura, Mark Winarsky, Craig Seward, Mireille Fox, Sami Habibi, Annika Westling, Rizza M..

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