Ivan Lim Chin Hui Email & Phone Number

Kuala Lumpur City, Federal Territory Of Kuala Lumpur, Malaysia

• Working with Business Units to develop call script for relevant products for call back exercise. • Filing ORE cases internally and on regulator platform. • Highlight negative response to Service Transformation, branches and sales channels so that rectifications may be performed on timely basis by the relevant stakeholder • Prepare negative response statistics to relevant stakeholders to understand the negative response trend for purpose of improvement or coaching. • Perform validation on calls made by the DCI Roll-Over Desk to ensure customer’s consent has been obtained for the roll-over investment. • Prepared several reports and data to relevant department and/for BNM submission.• Dealing with vendor for Mystery Shopping project and prepare relevant trend analysis report to stakeholders in order to align with Fair Dealing.

Kuala Lumpur

Investigates into Bankers’/Customer’s/Business Units’ Remittance requests and feedback and revert to them with findings within the agreed Service Level Agreements • Performs daily reconciliation on outstanding investigation cases handled to ensure that all cases are attended to and followed up until complete closure • Documents all investigation cases handled daily for records, management reporting and performance measurement purposes. • Handles back valuation requests (including waivers) from bankers, reconciliation of nostro accounts etc. • To perform any ad-hoc tasks as assigned from time to time and/or participate in UAT/Projects as and when required • To conduct team huddle sessions sharing on operational process lapses/gaps, the related root causes and implementation plans; raise any other changes/issues impact daily operations etc. with objective to drive quality and cohesiveness • To be involved in regular process reviews to manage risk and control and ensure team’s strict compliance to laid down controls and procedures • Conversant in SWIFT knowledge and provisions, regulations and other guidelines governing remittance

Malaysia

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

• Solicit for sales via marketing visits, telemarketing, launches & any other sales activities to achieve sales targets. • Build rapport with chosen customers to establish loyalty & repeat sales, and increase product holding. • Provide excellent customer service in a professional manner. • Maintain PF Centre at the highest standard to reflect the Bank’s image as on One-Stop Financial Services Centre. • Actively market the bank’s consumer products. • Seek continuous improvement in the following areas to enhance job skills and competencies: 1. Product knowledge 2. Selling Skills 3. Market & Competitors 4. Assess/evaluate and propose credit applications diligently. • Actively involved in events and launching of wealth management products, closed sales whenever possible, provide referrals of other Bank’s products to relevant parties to ensure an optimal reach of customers and achievement of targets set by Branch Manager. • Handle account opening and customer’s inquiries on all products related matter, maintain and build long term customer relationship via providing good after-sales service, meet service standards set by ensuring customer satisfaction is in placed at all time, provide advice on financial planning and perform other service functions, including navigator function, whenever required. • Complete weekly sales report and discuss sessions with the Branch Manager and support dual control activities when required and ensure overall compliance requirement within the branch is always in placed.

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

• Process and Release Outward Telegraph Transfer for Taiwan, Hong Kong and Singapore • Analyze data from customer • Routing customer payment and sending Swift message to bank• Investigate and identify mistake done by customer. (Straight Through Payment) • Ensure timely and accurate submission of information • Manage and motivate a team of staff to perform their maximum potential. • Communicate with oversea branches. • Liaise closely with internal and external auditors on responses in a timely and effective manner. ________________________________________