Ee Winnie Email & Phone Number

Federal Territory Of Kuala Lumpur, Malaysia

Commercial Banking Experience

Kuala Lumpur, Malaysia

As a Retail Banking Branch Manager, I'm responsible for the administration and efficient daily operation of a full service branch office, including smooth & compliance operations running, loan lending advice, develops Wealth/deposit products sales volume ,drive excellent customer services, look into staffs & branch's security and safety in accordance with the Bank's objectives. More important for me is on coaching and guide on staff management through motivation, to achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; delegates day to day operations to the Operations Officer or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management and officer call programs. Participates in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities. May perform duties in the absence of the Operations Officer or other such management capacities as directed by the Regional Manager.

Selangor, Malaysia

Manage portfolio customers and growth wealth AUM, mainly in investment products, eg: Unit Trust, Structure Investment, Dual Currency Investment, Foreign Currency Exchange/ Forex, Bank assurance, etc. As at 5th mths of service and my position been confirmed by HR, after have met average mthly target of 70% exceeded overall.Setting up meetings with new clients, build & maintain long term trust relationship with customers.Looking for new sales opportunities by calls, meeting/appointment and follow up. Improving the overall customer relationship, delivering reliable administrative support and customer service.Finding out what information, products or services the customer requires to meet his/her needs.Sales activity planning, including reviewing existing customer files to identify sales opportunities.Compliance with legal requirements, industry regulations, organisational policies and professional codes.

Citibank (China) Shanghai, Peace Hotel Branch

To handle all paperwork & compliance issue (New accounts opening and wealth products purchase) for 18 to 20 Sales Personnel (Personal Banker & Relationship Manager)at branch level.• Reviewing cold old reports on anti-money laundering activities and compliance on unit trust transactions to monitor and report risk and non-compliance matters• Perform regular self-assessment on compliance and ensure proper documentation of all transactions to be ready for audit at all times• Develop strong customer relationships and build customer loyalty through consistent delivery of error-free and timely service to meet customer needs• Take full ownership of customers' problems and ensure complete customer satisfaction of problem resolution• Exercise due diligence in customer care to ensure good customer contact experience with Citibank• Comply with Citibank's policies and procedures to ensure safety and security of bank and customer's assets• Support cross-selling and referral efforts to contribute towards overall sales1. My achievement in 1 year successful resolved > 80% Day 2 pending cases (all related to new accounts opening & customers' s info update issue) and managed to improve sales personnel performance/ minimize error on paperwork2. I was successful refer PB customers (from Singapore) bought Insurance savings products with big amounts investment and customer prefer keep in touch and trust my services.3. I was given emails compliments from customers from San Francisco, Chicago and Japan for my professional services provided.

Ambank (M) Bhd , Kuala Lumpur, Medan Pasar Branch

Manage day to day branch service and operation matters.Ensure all operation procedures are in compliance with internal and external policies, guidelines and regulations. Cross selling of branch products.Supervise branch personnel to ensure quality service level customers.Monitor staffs performance and provide coaching & guidelines as necessary.I have build a strong team together with my Branch Manager (included 6 tellers, 2 Ops officers, 2 CSR and 2 Sales personnel) ran a branch smooth and happy in both sales & Ops services, besides maintained good and close relationships with each all colleagues.

Ambank Pudu Jln Pasar Branch, Kl

Provide banking services and financial advise to customers; Promote & sell all banking products such as Structure Investment/UT/foreign currency, opening all types of a/c, process personal & business loans, house or shop loans, credit cards or balance transfer; Provide Islamic banking services, etc.